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 | $526,518 | $198,466+165.3% | $170,442+208.9% | $147,584+256.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.95% | 257.29%-243.3pp | 205.93%-192.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $30,444 | $6,184+392.3% | $5,433+460.4% | $4,876+524.3% |
| Participant deferral / active EE | $18,315 | $5,629+225.3% | $4,939+270.8% | $5,439+236.8% |
| Admin fee / account holder | $3,477 | $16,852-79.4% | $13,880-74.9% | $10,885-68.1% |