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 | $873,971 | $209,336+317.5% | $197,124+343.4% | $137,256+536.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.00% | 48.09%-31.1pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $28,355 | $6,591+330.2% | $6,227+355.3% | $4,156+582.3% |
| Participant deferral / active EE | $21,154 | $9,614+120.0% | $9,135+131.6% | $6,407+230.2% |
| Admin fee / account holder | $108,560 | $17,308+527.2% | $16,298+566.1% | $12,270+784.7% |