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 | $553,506 | $155,788+255.3% | $124,672+344.0% | $167,490+230.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.74% | 17.97%-6.2pp | 5142.93%-5131.2pp | 478.56%-466.8pp |
| Employer contribution / active EE | $21,024 | $4,163+405.0% | $3,324+532.6% | $4,837+334.6% |
| Participant deferral / active EE | $11,425 | $5,673+101.4% | $4,614+147.6% | $6,341+80.2% |
| Admin fee / account holder | $21,769 | $9,531+128.4% | $7,493+190.5% | $12,309+76.9% |