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 | $551,928 | $148,534+271.6% | $135,903+306.1% | $139,434+295.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 37.30% | 79.19%-41.9pp | 68.23%-30.9pp | 372.94%-335.6pp |
| Employer contribution / active EE | $18,329 | $5,243+249.6% | $4,856+277.4% | $4,751+285.8% |
| Participant deferral / active EE | $14,725 | $8,100+81.8% | $7,758+89.8% | $6,710+119.4% |
| Admin fee / account holder | $3,605 | $12,400-70.9% | $10,762-66.5% | $11,403-68.4% |