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 | $730,741 | $109,327+568.4% | $89,391+717.5% | $158,922+359.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.97% | 345.68%-331.7pp | 245.62%-231.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $26,415 | $3,170+733.4% | $2,586+921.6% | $4,761+454.8% |
| Participant deferral / active EE | $17,333 | $4,598+277.0% | $3,890+345.6% | $5,982+189.8% |
| Admin fee / account holder | $5,343 | $6,153-13.2% | $4,881+9.4% | $11,246-52.5% |