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 | $506,660 | $157,256+222.2% | $141,162+258.9% | $152,861+231.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.12% | 64.32%-39.2pp | 71.39%-46.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $7,197 | $5,261+36.8% | $4,735+52.0% | $4,762+51.1% |
| Participant deferral / active EE | $11,614 | $7,109+63.4% | $6,709+73.1% | $5,850+98.5% |
| Admin fee / account holder | $418 | $12,120-96.5% | $10,261-95.9% | $11,596-96.4% |