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 | $879,235 | $103,376+750.5% | $87,100+909.5% | $152,861+475.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 25.50% | 28.10%-2.6pp | 28.19%-2.7pp | 345.32%-319.8pp |
| Employer contribution / active EE | $25,839 | $3,220+702.4% | $2,521+924.8% | $4,762+442.6% |
| Participant deferral / active EE | $13,986 | $4,778+192.7% | $4,049+245.5% | $5,850+139.1% |
| Admin fee / account holder | $2,772 | $12,205-77.3% | $7,497-63.0% | $11,596-76.1% |