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 | $627,808 | $115,770+442.3% | $101,248+520.1% | $158,922+295.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.07% | 56.14%-45.1pp | 46.47%-35.4pp | 302.83%-291.8pp |
| Employer contribution / active EE | $11,888 | $4,175+184.8% | $3,660+224.8% | $4,761+149.7% |
| Participant deferral / active EE | $8,823 | $4,957+78.0% | $4,370+101.9% | $5,982+47.5% |
| Admin fee / account holder | $4,162 | $7,245-42.5% | $5,945-30.0% | $11,246-63.0% |