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 | $926,183 | $126,574+631.7% | $106,213+772.0% | $145,922+534.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 20.94% | 224.79%-203.8pp | 116.14%-95.2pp | 561.29%-540.3pp |
| Employer contribution / active EE | $2,080 | $3,730-44.2% | $3,171-34.4% | $4,660-55.4% |
| Participant deferral / active EE | $4,000 | $5,724-30.1% | $5,016-20.3% | $6,688-40.2% |
| Admin fee / account holder | $41,334 | $17,304+138.9% | $11,033+274.6% | $13,397+208.5% |