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 | $794,777 | $185,822+327.7% | $169,993+367.5% | $139,434+470.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.24% | 60.50%-40.3pp | 53.37%-33.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $17,370 | $7,590+128.8% | $6,785+156.0% | $4,751+265.6% |
| Participant deferral / active EE | $22,000 | $11,622+89.3% | $10,408+111.4% | $6,710+227.9% |
| Admin fee / account holder | $510 | $15,381-96.7% | $12,815-96.0% | $11,403-95.5% |