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 | $88,751+737.0% | $81,812+808.0% | $145,922+409.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 21.60% | 1025.40%-1003.8pp | 773.79%-752.2pp | 561.29%-539.7pp |
| Employer contribution / active EE | $6,399 | $3,083+107.5% | $2,912+119.7% | $4,660+37.3% |
| Participant deferral / active EE | $24,167 | $4,643+420.5% | $4,319+459.6% | $6,688+261.4% |
| Admin fee / account holder | $3,000 | $8,415-64.4% | $7,386-59.4% | $13,397-77.6% |