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 | $527,241 | $197,591+166.8% | $177,821+196.5% | $158,922+231.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.35% | 58.76%-41.4pp | 48.32%-31.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $12,992 | $6,697+94.0% | $5,918+119.5% | $4,761+172.9% |
| Participant deferral / active EE | $13,923 | $8,405+65.7% | $7,714+80.5% | $5,982+132.7% |
| Admin fee / account holder | $1,937 | $15,399-87.4% | $12,427-84.4% | $11,246-82.8% |