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 | $931,915 | $176,056+429.3% | $159,436+484.5% | $167,490+456.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 32.25% | 331.75%-299.5pp | 263.57%-231.3pp | 478.56%-446.3pp |
| Employer contribution / active EE | $8,167 | $5,297+54.2% | $4,829+69.1% | $4,837+68.8% |
| Participant deferral / active EE | $11,000 | $7,750+41.9% | $7,352+49.6% | $6,341+73.5% |
| Admin fee / account holder | $3,905 | $12,554-68.9% | $10,799-63.8% | $12,309-68.3% |