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 | $629,397 | $135,635+364.0% | $110,238+470.9% | $135,375+364.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.73% | 513.19%-509.5pp | 314.74%-311.0pp | 519.73%-516.0pp |
| Employer contribution / active EE | $22,835 | $4,906+365.4% | $3,826+496.8% | $4,779+377.8% |
| Participant deferral / active EE | $12,000 | $5,506+117.9% | $4,672+156.9% | $5,609+114.0% |
| Admin fee / account holder | $22,416 | $11,457+95.7% | $8,547+162.3% | $10,827+107.0% |