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 | $669,046 | $177,572+276.8% | $154,803+332.2% | $142,382+369.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.42% | 65.07%-53.6pp | 58.88%-47.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $11,153 | $4,810+131.8% | $4,305+159.0% | $4,299+159.4% |
| Participant deferral / active EE | $11,284 | $6,272+79.9% | $5,540+103.7% | $6,507+73.4% |
| Admin fee / account holder | $13,130 | $16,786-21.8% | $14,329-8.4% | $12,624+4.0% |