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 | $688,678 | $148,534+363.6% | $135,903+406.7% | $139,434+393.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 92.94% | 79.19%+13.8pp | 68.23%+24.7pp | 372.94%-280.0pp |
| Employer contribution / active EE | $21,494 | $5,243+310.0% | $4,856+342.6% | $4,751+352.4% |
| Participant deferral / active EE | $14,839 | $8,100+83.2% | $7,758+91.3% | $6,710+121.1% |
| Admin fee / account holder | $11,387 | $12,400-8.2% | $10,762+5.8% | $11,403-0.1% |