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 | $681,516 | $102,604+564.2% | $86,188+690.7% | $139,434+388.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.02% | 1922.51%-1899.5pp | 1168.45%-1145.4pp | 372.94%-349.9pp |
| Employer contribution / active EE | $10,351 | $3,032+241.3% | $2,380+334.9% | $4,751+117.9% |
| Participant deferral / active EE | $21,507 | $4,676+360.0% | $3,985+439.7% | $6,710+220.5% |
| Admin fee / account holder | $4,439 | $8,657-48.7% | $6,852-35.2% | $11,403-61.1% |