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 8-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 | $963,038 | $94,752+916.4% | $112,887+753.1% | $139,434+590.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.12% | 40.88%-22.8pp | 34.10%-16.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $7,725 | $4,625+67.0% | $4,563+69.3% | $4,751+62.6% |
| Participant deferral / active EE | $27,417 | $6,512+321.0% | $6,513+320.9% | $6,710+308.6% |
| Admin fee / account holder | $4,239 | $8,527-50.3% | $7,047-39.9% | $11,403-62.8% |