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 | $588,810 | $99,079+494.3% | $77,999+654.9% | $273,961+114.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 14.92% | 217.93%-203.0pp | 425.96%-411.0pp | 41.45%-26.5pp |
| Employer contribution / active EE | $34,484 | $3,308+942.5% | $2,470+1296.1% | $4,869+608.3% |
| Participant deferral / active EE | $11,802 | $4,306+174.1% | $3,497+237.5% | $5,287+123.2% |
| Admin fee / account holder | $6,667 | $8,954-25.5% | $5,480+21.6% | $10,132-34.2% |