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 | $639,597 | $70,606+805.9% | $53,898+1086.7% | $142,382+349.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 21.33% | 619.81%-598.5pp | 528.60%-507.3pp | 217.08%-195.7pp |
| Employer contribution / active EE | $46,220 | $1,202+3744.9% | $932+4858.9% | $4,299+975.1% |
| Participant deferral / active EE | $23,400 | $2,364+889.9% | $1,826+1181.3% | $6,507+259.6% |
| Admin fee / account holder | $2,542 | $2,852-10.9% | $2,491+2.1% | $12,624-79.9% |