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 | $920,046 | $179,726+411.9% | $156,263+488.8% | $142,382+546.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 41.66% | 77.86%-36.2pp | 59.47%-17.8pp | 217.08%-175.4pp |
| Employer contribution / active EE | $42,493 | $5,069+738.3% | $4,333+880.7% | $4,299+888.4% |
| Participant deferral / active EE | $31,000 | $6,956+345.7% | $6,158+403.4% | $6,507+376.4% |
| Admin fee / account holder | $25,035 | $17,272+44.9% | $14,255+75.6% | $12,624+98.3% |