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 | $623,122 | $115,770+438.2% | $101,248+515.4% | $158,922+292.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.89% | 56.14%-38.3pp | 46.47%-28.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $17,725 | $4,175+324.6% | $3,660+384.4% | $4,761+272.3% |
| Participant deferral / active EE | $17,324 | $4,957+249.5% | $4,370+296.4% | $5,982+189.6% |
| Admin fee / account holder | $3,961 | $7,245-45.3% | $5,945-33.4% | $11,246-64.8% |