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 | $572,503 | $183,519+212.0% | $155,509+268.1% | $145,922+292.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.68% | 61.17%-36.5pp | 64.67%-40.0pp | 561.29%-536.6pp |
| Employer contribution / active EE | $8,696 | $5,313+63.7% | $4,672+86.1% | $4,660+86.6% |
| Participant deferral / active EE | $9,856 | $6,462+52.5% | $5,626+75.2% | $6,688+47.4% |
| Admin fee / account holder | $15,794 | $19,313-18.2% | $15,912-0.7% | $13,397+17.9% |