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 | $838,228 | $210,698+297.8% | $178,014+370.9% | $145,959+474.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.49% | 386.27%-373.8pp | 294.80%-282.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $5,562 | $4,567+21.8% | $3,950+40.8% | $4,661+19.3% |
| Participant deferral / active EE | $21,938 | $6,958+215.3% | $6,276+249.5% | $6,689+228.0% |
| Admin fee / account holder | $8,818 | $12,016-26.6% | $10,362-14.9% | $13,398-34.2% |