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 | $672,382 | $202,318+232.3% | $172,739+289.2% | $152,861+339.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 27.30% | 1029.65%-1002.4pp | 802.84%-775.5pp | 345.32%-318.0pp |
| Employer contribution / active EE | $10,889 | $5,856+86.0% | $5,143+111.7% | $4,762+128.7% |
| Participant deferral / active EE | $10,899 | $5,948+83.2% | $5,198+109.7% | $5,850+86.3% |
| Admin fee / account holder | $5,598 | $17,109-67.3% | $13,954-59.9% | $11,596-51.7% |