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 | $555,364 | $72,071+670.6% | $68,368+712.3% | $137,256+304.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.19% | 353.14%-340.0pp | 292.57%-279.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $7,024 | $2,788+152.0% | $2,649+165.2% | $4,156+69.0% |
| Participant deferral / active EE | $12,692 | $4,410+187.8% | $4,123+207.9% | $6,407+98.1% |
| Admin fee / account holder | $5,367 | $5,336+0.6% | $5,150+4.2% | $12,270-56.3% |