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 | $514,400 | $180,449+185.1% | $154,107+233.8% | $135,375+280.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.86% | 888.09%-893.9pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $7,572 | $6,035+25.5% | $5,298+42.9% | $4,779+58.5% |
| Participant deferral / active EE | $13,689 | $5,806+135.8% | $5,081+169.4% | $5,609+144.1% |
| Admin fee / account holder | $20,768 | $16,143+28.7% | $13,411+54.9% | $10,827+91.8% |