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 | $742,883 | $88,710+737.4% | $81,783+808.4% | $145,959+409.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 21.60% | 1027.26%-1005.7pp | 775.05%-753.5pp | 561.95%-540.4pp |
| Employer contribution / active EE | $6,399 | $3,083+107.5% | $2,913+119.7% | $4,661+37.3% |
| Participant deferral / active EE | $24,167 | $4,645+420.3% | $4,320+459.4% | $6,689+261.3% |
| Admin fee / account holder | $3,000 | $8,407-64.3% | $7,380-59.3% | $13,398-77.6% |