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 | $566,223 | $183,963+207.8% | $162,163+249.2% | $152,861+270.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.77% | 150.76%-121.0pp | 115.59%-85.8pp | 345.32%-315.5pp |
| Employer contribution / active EE | $5,189 | $6,371-18.5% | $5,614-7.6% | $4,762+9.0% |
| Participant deferral / active EE | $15,505 | $8,034+93.0% | $7,298+112.5% | $5,850+165.0% |
| Admin fee / account holder | $21,183 | $13,121+61.4% | $10,843+95.4% | $11,596+82.7% |