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 | $591,840 | $104,974+463.8% | $95,585+519.2% | $142,382+315.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.57% | 210.33%-196.8pp | 38.56%-25.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $15,200 | $2,779+447.1% | $2,527+501.6% | $4,299+253.6% |
| Participant deferral / active EE | $14,931 | $4,352+243.1% | $4,023+271.2% | $6,507+129.4% |
| Admin fee / account holder | $23,940 | $6,386+274.9% | $6,127+290.7% | $12,624+89.6% |