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 | $412,562 | $77,145+434.8% | $108,410+280.6% | $85,850+380.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 30.38% | 44.54%-14.2pp | 905.27%-874.9pp | 318.53%-288.1pp |
| Employer contribution / active EE | $6,772 | $2,379+184.6% | $3,558+90.3% | $2,565+164.0% |
| Participant deferral / active EE | $6,897 | $5,566+23.9% | $6,563+5.1% | $3,952+74.5% |
| Admin fee / account holder | $37,275 | $5,172+620.7% | $7,295+411.0% | $6,260+495.5% |