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 | $599,875 | $209,832+185.9% | $189,513+216.5% | $167,490+258.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.37% | 748.27%-722.9pp | 555.15%-529.8pp | 478.56%-453.2pp |
| Employer contribution / active EE | $6,621 | $6,914-4.2% | $6,162+7.5% | $4,837+36.9% |
| Participant deferral / active EE | $14,617 | $8,935+63.6% | $8,221+77.8% | $6,341+130.5% |
| Admin fee / account holder | $12,521 | $14,293-12.4% | $12,045+4.0% | $12,309+1.7% |