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 5-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 | $524,623 | $72,071+627.9% | $68,368+667.4% | $137,256+282.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.91% | 353.14%-336.2pp | 292.57%-275.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $24,781 | $2,788+788.9% | $2,649+835.5% | $4,156+496.3% |
| Participant deferral / active EE | $15,500 | $4,410+251.5% | $4,123+276.0% | $6,407+141.9% |
| Admin fee / account holder | $2,693 | $5,336-49.5% | $5,150-47.7% | $12,270-78.0% |