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 | $462,050 | $202,318+128.4% | $172,739+167.5% | $152,861+202.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.17% | 1029.65%-1014.5pp | 802.84%-787.7pp | 345.32%-330.2pp |
| Employer contribution / active EE | $17,700 | $5,856+202.3% | $5,143+244.2% | $4,762+271.7% |
| Participant deferral / active EE | $24,000 | $5,948+303.5% | $5,198+361.8% | $5,850+310.2% |
| Admin fee / account holder | $2,765 | $17,109-83.8% | $13,954-80.2% | $11,596-76.2% |