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 | $676,450 | $217,402+211.2% | $185,823+264.0% | $167,490+303.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.34% | 148.36%-133.0pp | 122.05%-106.7pp | 478.56%-463.2pp |
| Employer contribution / active EE | $13,500 | $5,873+129.9% | $5,167+161.3% | $4,837+179.1% |
| Participant deferral / active EE | $10,025 | $6,356+57.7% | $5,568+80.1% | $6,341+58.1% |
| Admin fee / account holder | $1,764 | $19,811-91.1% | $16,237-89.1% | $12,309-85.7% |