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 | $602,868 | $180,449+234.1% | $154,107+291.2% | $135,375+345.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.48% | 888.09%-889.6pp | 735.12%-736.6pp | 519.73%-521.2pp |
| Employer contribution / active EE | $10,666 | $6,035+76.7% | $5,298+101.3% | $4,779+123.2% |
| Participant deferral / active EE | $3,593 | $5,806-38.1% | $5,081-29.3% | $5,609-35.9% |
| Admin fee / account holder | $15,703 | $16,143-2.7% | $13,411+17.1% | $10,827+45.0% |