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 | $616,445 | $180,449+241.6% | $154,107+300.0% | $135,375+355.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 29.43% | 888.09%-858.7pp | 735.12%-705.7pp | 519.73%-490.3pp |
| Employer contribution / active EE | $12,851 | $6,035+112.9% | $5,298+142.6% | $4,779+168.9% |
| Participant deferral / active EE | $8,000 | $5,806+37.8% | $5,081+57.5% | $5,609+42.6% |
| Admin fee / account holder | $9,360 | $16,143-42.0% | $13,411-30.2% | $10,827-13.6% |