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 | $704,025 | $180,749+289.5% | $160,784+337.9% | $137,256+412.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.82% | 2234.46%-2220.6pp | 1803.92%-1790.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $7,305 | $4,155+75.8% | $3,733+95.7% | $4,156+75.8% |
| Participant deferral / active EE | $18,529 | $6,844+170.7% | $6,293+194.4% | $6,407+189.2% |
| Admin fee / account holder | $3,202 | $10,397-69.2% | $9,717-67.1% | $12,270-73.9% |