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 | $487,371 | $81,632+497.0% | $70,449+591.8% | $158,922+206.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 28.66% | 208.40%-179.7pp | 109.03%-80.4pp | 302.83%-274.2pp |
| Employer contribution / active EE | $10,689 | $3,217+232.2% | $2,737+290.6% | $4,761+124.5% |
| Participant deferral / active EE | $8,470 | $4,554+86.0% | $3,709+128.4% | $5,982+41.6% |
| Admin fee / account holder | $3,155 | $6,193-49.1% | $3,845-18.0% | $11,246-71.9% |