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 | $624,074 | $105,126+493.6% | $94,646+559.4% | $139,434+347.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.79% | 38.03%-16.2pp | 156.71%-134.9pp | 372.94%-351.2pp |
| Employer contribution / active EE | $6,307 | $4,106+53.6% | $3,672+71.7% | $4,751+32.7% |
| Participant deferral / active EE | $26,675 | $7,599+251.0% | $7,418+259.6% | $6,710+297.5% |
| Admin fee / account holder | $14,684 | $8,984+63.4% | $7,231+103.1% | $11,403+28.8% |