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 | $924,090 | $175,202+427.4% | $149,673+517.4% | $139,434+562.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 220.55% | 166.71%+53.8pp | 134.42%+86.1pp | 372.94%-152.4pp |
| Employer contribution / active EE | $14,636 | $5,474+167.4% | $4,818+203.8% | $4,751+208.1% |
| Participant deferral / active EE | $13,125 | $6,519+101.3% | $5,680+131.1% | $6,710+95.6% |
| Admin fee / account holder | $7,857 | $16,150-51.3% | $13,210-40.5% | $11,403-31.1% |