See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $771,980 | $198,466+289.0% | $170,442+352.9% | $147,584+423.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.17% | 257.29%-248.1pp | 205.93%-196.8pp | 578.55%-569.4pp |
| Employer contribution / active EE | $9,443 | $6,184+52.7% | $5,433+73.8% | $4,876+93.7% |
| Participant deferral / active EE | $6,450 | $5,629+14.6% | $4,939+30.6% | $5,439+18.6% |
| Admin fee / account holder | $30,425 | $16,852+80.5% | $13,880+119.2% | $10,885+179.5% |