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 | $639,343 | $72,071+787.1% | $68,368+835.2% | $137,256+365.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.59% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $10,159 | $2,788+264.4% | $2,649+283.5% | $4,156+144.4% |
| Participant deferral / active EE | $19,601 | $4,410+344.5% | $4,123+375.4% | $6,407+205.9% |
| Admin fee / account holder | $40,429 | $5,336+657.7% | $5,150+685.1% | $12,270+229.5% |