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 | $792,700 | $210,698+276.2% | $178,014+345.3% | $145,959+443.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.27% | 386.27%-374.0pp | 294.80%-282.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $35,494 | $4,567+677.2% | $3,950+798.6% | $4,661+661.6% |
| Participant deferral / active EE | $28,000 | $6,958+302.4% | $6,276+346.1% | $6,689+318.6% |
| Admin fee / account holder | $14,080 | $12,016+17.2% | $10,362+35.9% | $13,398+5.1% |