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 | $655,192 | $183,519+257.0% | $155,509+321.3% | $145,922+349.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.22% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,315 | $5,313-56.4% | $4,672-50.5% | $4,660-50.3% |
| Participant deferral / active EE | $11,410 | $6,462+76.6% | $5,626+102.8% | $6,688+70.6% |
| Admin fee / account holder | $155,353 | $19,313+704.4% | $15,912+876.3% | $13,397+1059.6% |