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 | $664,522 | $210,648+215.5% | $177,989+273.4% | $145,922+355.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.23% | 385.86%-370.6pp | 294.48%-279.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $31,633 | $4,565+593.0% | $3,949+701.1% | $4,660+578.9% |
| Participant deferral / active EE | $9,428 | $6,958+35.5% | $6,276+50.2% | $6,688+41.0% |
| Admin fee / account holder | $2,766 | $12,013-77.0% | $10,363-73.3% | $13,397-79.4% |