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 | $523,644 | $150,197+248.6% | $120,368+335.0% | $145,959+258.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 19.32% | 154.26%-134.9pp | 107.26%-87.9pp | 561.95%-542.6pp |
| Employer contribution / active EE | $4,950 | $4,350+13.8% | $3,465+42.9% | $4,661+6.2% |
| Participant deferral / active EE | $13,338 | $6,174+116.0% | $4,991+167.2% | $6,689+99.4% |
| Admin fee / account holder | $4,949 | $12,216-59.5% | $9,429-47.5% | $13,398-63.1% |