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 | $756,597 | $232,540+225.4% | $185,117+308.7% | $147,584+412.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.76% | 43.03%-32.3pp | 40.50%-29.7pp | 578.55%-567.8pp |
| Employer contribution / active EE | $24,974 | $5,195+380.7% | $4,182+497.2% | $4,876+412.1% |
| Participant deferral / active EE | $23,800 | $5,834+308.0% | $5,045+371.8% | $5,439+337.6% |
| Admin fee / account holder | $1,963 | $10,275-80.9% | $8,159-75.9% | $10,885-82.0% |