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 | $705,618 | $183,963+283.6% | $162,163+335.1% | $152,861+361.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 32.90% | 150.76%-117.9pp | 115.59%-82.7pp | 345.32%-312.4pp |
| Employer contribution / active EE | $3,126 | $6,371-50.9% | $5,614-44.3% | $4,762-34.4% |
| Participant deferral / active EE | $19,866 | $8,034+147.3% | $7,298+172.2% | $5,850+239.6% |
| Admin fee / account holder | $37,498 | $13,121+185.8% | $10,843+245.8% | $11,596+223.4% |