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 | $566,079 | $109,817+415.5% | $98,442+475.0% | $167,490+238.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 13.92% | 1956.69%-1942.8pp | 1492.73%-1478.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $10,087 | $3,224+212.9% | $2,960+240.8% | $4,837+108.5% |
| Participant deferral / active EE | $3,330 | $4,673-28.7% | $4,276-22.1% | $6,341-47.5% |
| Admin fee / account holder | $2,351 | $6,753-65.2% | $5,949-60.5% | $12,309-80.9% |