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 | $696,264 | $209,832+231.8% | $189,513+267.4% | $167,490+315.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.91% | 748.27%-734.4pp | 555.15%-541.2pp | 478.56%-464.6pp |
| Employer contribution / active EE | $21,773 | $6,914+214.9% | $6,162+253.4% | $4,837+350.1% |
| Participant deferral / active EE | $16,240 | $8,935+81.8% | $8,221+97.5% | $6,341+156.1% |
| Admin fee / account holder | $39,719 | $14,293+177.9% | $12,045+229.8% | $12,309+222.7% |