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 | $705,048 | $183,519+284.2% | $155,509+353.4% | $145,922+383.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.75% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $9,221 | $5,313+73.6% | $4,672+97.3% | $4,660+97.9% |
| Participant deferral / active EE | $5,083 | $6,462-21.3% | $5,626-9.6% | $6,688-24.0% |
| Admin fee / account holder | $24,977 | $19,313+29.3% | $15,912+57.0% | $13,397+86.4% |