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 | $818,751 | $202,318+304.7% | $172,739+374.0% | $152,861+435.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.38% | 1029.65%-1008.3pp | 802.84%-781.5pp | 345.32%-323.9pp |
| Employer contribution / active EE | $11,027 | $5,856+88.3% | $5,143+114.4% | $4,762+131.6% |
| Participant deferral / active EE | $7,444 | $5,948+25.2% | $5,198+43.2% | $5,850+27.2% |
| Admin fee / account holder | $17,294 | $17,109+1.1% | $13,954+23.9% | $11,596+49.1% |