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 | $966,024 | $118,680+714.0% | $98,907+876.7% | $158,922+507.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.50% | 372.35%-361.9pp | 196.43%-185.9pp | 302.83%-292.3pp |
| Employer contribution / active EE | $34,679 | $3,333+940.5% | $2,689+1189.7% | $4,761+628.4% |
| Participant deferral / active EE | $11,918 | $5,088+134.2% | $4,244+180.8% | $5,982+99.2% |
| Admin fee / account holder | $23,333 | $10,131+130.3% | $6,642+251.3% | $11,246+107.5% |