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 | $693,566 | $169,161+310.0% | $129,295+436.4% | $145,959+375.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.11% | 14348.07%-14330.0pp | 9429.28%-9411.2pp | 561.95%-543.8pp |
| Employer contribution / active EE | $2,758 | $5,543-50.2% | $4,157-33.7% | $4,661-40.8% |
| Participant deferral / active EE | $22,958 | $4,989+360.1% | $4,169+450.7% | $6,689+243.2% |
| Admin fee / account holder | $25,964 | $9,878+162.8% | $7,665+238.7% | $13,398+93.8% |