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 | $780,731 | $197,591+295.1% | $177,821+339.1% | $158,922+391.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 32.45% | 58.76%-26.3pp | 48.32%-15.9pp | 302.83%-270.4pp |
| Employer contribution / active EE | $7,002 | $6,697+4.5% | $5,918+18.3% | $4,761+47.1% |
| Participant deferral / active EE | $14,318 | $8,405+70.4% | $7,714+85.6% | $5,982+139.4% |
| Admin fee / account holder | $634 | $15,399-95.9% | $12,427-94.9% | $11,246-94.4% |