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 8-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 | $687,111 | $110,261+523.2% | $95,745+617.6% | $139,434+392.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.77% | 27.11%-14.3pp | 28.35%-15.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $13,794 | $3,257+323.5% | $2,835+386.6% | $4,751+190.3% |
| Participant deferral / active EE | $30,000 | $4,676+541.6% | $4,245+606.8% | $6,710+347.1% |
| Admin fee / account holder | $24,633 | $6,613+272.5% | $5,678+333.8% | $11,403+116.0% |