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 | $879,839 | $101,069+770.5% | $81,478+979.9% | $147,584+496.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 56.33% | 32.40%+23.9pp | 38.78%+17.5pp | 578.55%-522.2pp |
| Employer contribution / active EE | $23,297 | $3,205+626.9% | $2,568+807.3% | $4,876+377.8% |
| Participant deferral / active EE | $18,000 | $4,242+324.3% | $3,537+409.0% | $5,439+231.0% |
| Admin fee / account holder | $1,798 | $5,812-69.1% | $4,561-60.6% | $10,885-83.5% |