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 | $466,754 | $74,888+523.3% | $71,209+555.5% | $142,382+227.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.94% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $5,522 | $2,854+93.5% | $2,721+103.0% | $4,299+28.5% |
| Participant deferral / active EE | $10,263 | $4,454+130.4% | $4,175+145.8% | $6,507+57.7% |
| Admin fee / account holder | $646 | $5,568-88.4% | $5,349-87.9% | $12,624-94.9% |