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 | $663,226 | $109,817+503.9% | $98,442+573.7% | $167,490+296.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 24.69% | 1956.69%-1932.0pp | 1492.73%-1468.0pp | 478.56%-453.9pp |
| Employer contribution / active EE | $19,542 | $3,224+506.1% | $2,960+560.2% | $4,837+304.0% |
| Participant deferral / active EE | $12,693 | $4,673+171.6% | $4,276+196.8% | $6,341+100.2% |
| Admin fee / account holder | $4,477 | $6,753-33.7% | $5,949-24.7% | $12,309-63.6% |