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 | $652,040 | $149,040+337.5% | $120,225+442.4% | $137,256+375.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.68% | 605.68%-592.0pp | 439.23%-425.5pp | 220.34%-206.7pp |
| Employer contribution / active EE | $17,059 | $4,350+292.1% | $3,475+390.8% | $4,156+310.5% |
| Participant deferral / active EE | $11,197 | $4,655+140.5% | $3,999+180.0% | $6,407+74.8% |
| Admin fee / account holder | $12,490 | $6,348+96.8% | $5,696+119.3% | $12,270+1.8% |