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 | $787,340 | $209,411+276.0% | $178,490+341.1% | $158,922+395.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.87% | 188.75%-166.9pp | 151.07%-129.2pp | 302.83%-281.0pp |
| Employer contribution / active EE | $39,962 | $5,706+600.3% | $5,011+697.6% | $4,761+739.3% |
| Participant deferral / active EE | $19,500 | $5,954+227.5% | $5,202+274.9% | $5,982+226.0% |
| Admin fee / account holder | $12,595 | $17,074-26.2% | $13,984-9.9% | $11,246+12.0% |