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 | $867,814 | $176,377+392.0% | $134,143+546.9% | $158,922+446.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.58% | 63.63%-51.1pp | 36.33%-23.8pp | 302.83%-290.2pp |
| Employer contribution / active EE | $42,500 | $5,040+743.2% | $3,704+1047.5% | $4,761+792.6% |
| Participant deferral / active EE | $17,750 | $4,091+333.8% | $3,499+407.3% | $5,982+196.7% |
| Admin fee / account holder | $1,855 | $8,718-78.7% | $6,684-72.2% | $11,246-83.5% |