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 | $638,219 | $159,901+299.1% | $146,958+334.3% | $145,922+337.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.42% | 98.13%-79.7pp | 418.34%-399.9pp | 561.29%-542.9pp |
| Employer contribution / active EE | $10,458 | $5,286+97.8% | $4,933+112.0% | $4,660+124.4% |
| Participant deferral / active EE | $11,706 | $8,428+38.9% | $8,070+45.1% | $6,688+75.0% |
| Admin fee / account holder | $1,537 | $15,044-89.8% | $12,998-88.2% | $13,397-88.5% |