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 | $845,915 | $148,534+469.5% | $135,903+522.4% | $139,434+506.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.36% | 79.19%-42.8pp | 68.23%-31.9pp | 372.94%-336.6pp |
| Employer contribution / active EE | $43,318 | $5,243+726.2% | $4,856+792.0% | $4,751+811.8% |
| Participant deferral / active EE | $9,319 | $8,100+15.1% | $7,758+20.1% | $6,710+38.9% |
| Admin fee / account holder | $4,685 | $12,400-62.2% | $10,762-56.5% | $11,403-58.9% |