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 | $489,471 | $185,822+163.4% | $169,993+187.9% | $139,434+251.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.48% | 60.50%-42.0pp | 53.37%-34.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $14,838 | $7,590+95.5% | $6,785+118.7% | $4,751+212.3% |
| Participant deferral / active EE | $23,125 | $11,622+99.0% | $10,408+122.2% | $6,710+244.6% |
| Admin fee / account holder | $1,039 | $15,381-93.2% | $12,815-91.9% | $11,403-90.9% |