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 | $500,103 | $157,256+218.0% | $141,162+254.3% | $152,861+227.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.12% | 64.32%-31.2pp | 71.39%-38.3pp | 345.32%-312.2pp |
| Employer contribution / active EE | $18,664 | $5,261+254.8% | $4,735+294.2% | $4,762+291.9% |
| Participant deferral / active EE | $10,866 | $7,109+52.8% | $6,709+62.0% | $5,850+85.7% |
| Admin fee / account holder | $1,386 | $12,120-88.6% | $10,261-86.5% | $11,596-88.0% |