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 | $744,571 | $177,572+319.3% | $154,803+381.0% | $142,382+422.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 155.04% | 65.07%+90.0pp | 58.88%+96.2pp | 217.08%-62.0pp |
| Employer contribution / active EE | $1,795 | $4,810-62.7% | $4,305-58.3% | $4,299-58.3% |
| Participant deferral / active EE | $10,599 | $6,272+69.0% | $5,540+91.3% | $6,507+62.9% |
| Admin fee / account holder | $61,238 | $16,786+264.8% | $14,329+327.4% | $12,624+385.1% |