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 | $533,704 | $126,574+321.7% | $106,213+402.5% | $145,922+265.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.84% | 224.79%-210.9pp | 116.14%-102.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $12,150 | $3,730+225.7% | $3,171+283.1% | $4,660+160.8% |
| Participant deferral / active EE | $27,588 | $5,724+382.0% | $5,016+450.0% | $6,688+312.5% |
| Admin fee / account holder | $9,353 | $17,304-45.9% | $11,033-15.2% | $13,397-30.2% |