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 | $520,274 | $127,065+309.5% | $113,168+359.7% | $142,382+265.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 74.20% | 24.03%+50.2pp | 24.27%+49.9pp | 217.08%-142.9pp |
| Employer contribution / active EE | $4,373 | $3,442+27.0% | $2,975+47.0% | $4,299+1.7% |
| Participant deferral / active EE | $11,232 | $5,716+96.5% | $5,107+119.9% | $6,507+72.6% |
| Admin fee / account holder | $20,150 | $15,736+28.0% | $12,068+67.0% | $12,624+59.6% |