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 | $598,092 | $201,259+197.2% | $184,200+224.7% | $145,959+309.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 51.77% | 28.98%+22.8pp | 28.80%+23.0pp | 561.95%-510.2pp |
| Employer contribution / active EE | $8,560 | $7,018+22.0% | $6,424+33.3% | $4,661+83.7% |
| Participant deferral / active EE | $16,053 | $9,806+63.7% | $9,132+75.8% | $6,689+140.0% |
| Admin fee / account holder | $1,415 | $16,372-91.4% | $13,907-89.8% | $13,398-89.4% |