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 3-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 | $674,693 | $70,756+853.6% | $65,493+930.2% | $142,382+373.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.35% | 1754.89%-1740.5pp | 982.45%-968.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $14,481 | $2,881+402.7% | $2,574+462.5% | $4,299+236.8% |
| Participant deferral / active EE | $17,375 | $4,637+274.7% | $3,961+338.6% | $6,507+167.0% |
| Admin fee / account holder | $6,020 | $6,559-8.2% | $5,028+19.7% | $12,624-52.3% |