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 | $464,195 | $175,202+164.9% | $149,673+210.1% | $139,434+232.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.79% | 166.71%-139.9pp | 134.42%-107.6pp | 372.94%-346.2pp |
| Employer contribution / active EE | $9,646 | $5,474+76.2% | $4,818+100.2% | $4,751+103.0% |
| Participant deferral / active EE | $8,490 | $6,519+30.2% | $5,680+49.5% | $6,710+26.5% |
| Admin fee / account holder | $56,065 | $16,150+247.1% | $13,210+324.4% | $11,403+391.7% |