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 | $731,547 | $138,065+429.9% | $123,544+492.1% | $135,375+440.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 13.94% | 153.68%-139.7pp | 119.20%-105.3pp | 519.73%-505.8pp |
| Employer contribution / active EE | $9,580 | $5,151+86.0% | $4,628+107.0% | $4,779+100.5% |
| Participant deferral / active EE | $13,757 | $6,799+102.3% | $6,426+114.1% | $5,609+145.3% |
| Admin fee / account holder | $11,802 | $10,916+8.1% | $9,284+27.1% | $10,827+9.0% |