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 | $518,362 | $177,572+191.9% | $154,803+234.9% | $142,382+264.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 82.68% | 65.07%+17.6pp | 58.88%+23.8pp | 217.08%-134.4pp |
| Employer contribution / active EE | $14,057 | $4,810+192.2% | $4,305+226.5% | $4,299+227.0% |
| Participant deferral / active EE | $9,765 | $6,272+55.7% | $5,540+76.2% | $6,507+50.1% |
| Admin fee / account holder | $133,333 | $16,786+694.3% | $14,329+830.5% | $12,624+956.2% |