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 | $731,755 | $88,751+724.5% | $81,812+794.4% | $145,922+401.5% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 12.37% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $6,127 | $3,083+98.7% | $2,912+110.4% | $4,660+31.5% |
| Participant deferral / active EE | $10,469 | $4,643+125.5% | $4,319+142.4% | $6,688+56.5% |
| Admin fee / account holder | $16,745 | $8,415+99.0% | $7,386+126.7% | $13,397+25.0% |