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 | $655,696 | $165,335+296.6% | $149,696+338.0% | $158,922+312.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.40% | 348.15%-332.7pp | 276.60%-261.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $20,291 | $5,103+297.6% | $4,644+336.9% | $4,761+326.2% |
| Participant deferral / active EE | $7,981 | $7,181+11.1% | $6,842+16.7% | $5,982+33.4% |
| Admin fee / account holder | $9,786 | $10,807-9.4% | $9,309+5.1% | $11,246-13.0% |