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 | $529,951 | $198,466+167.0% | $170,442+210.9% | $147,584+259.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.19% | 257.29%-240.1pp | 205.93%-188.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $17,804 | $6,184+187.9% | $5,433+227.7% | $4,876+265.1% |
| Participant deferral / active EE | $6,732 | $5,629+19.6% | $4,939+36.3% | $5,439+23.8% |
| Admin fee / account holder | $5,992 | $16,852-64.4% | $13,880-56.8% | $10,885-45.0% |