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 | $532,561 | $107,334+396.2% | $92,893+473.3% | $152,861+248.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.95% | 145.58%-119.6pp | 109.41%-83.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $31,809 | $4,221+653.6% | $3,653+770.8% | $4,762+567.9% |
| Participant deferral / active EE | $13,295 | $4,845+174.4% | $4,236+213.8% | $5,850+127.3% |
| Admin fee / account holder | $12,283 | $7,079+73.5% | $5,794+112.0% | $11,596+5.9% |