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 7-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 | $497,861 | $202,432+145.9% | $169,368+194.0% | $139,434+257.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.22% | 531.74%-509.5pp | 405.60%-383.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $6,399 | $4,692+36.4% | $4,013+59.5% | $4,751+34.7% |
| Participant deferral / active EE | $14,829 | $6,938+113.7% | $6,221+138.4% | $6,710+121.0% |
| Admin fee / account holder | $5,588 | $10,708-47.8% | $9,003-37.9% | $11,403-51.0% |