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 5-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 | $606,292 | $202,432+199.5% | $169,368+258.0% | $139,434+334.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.60% | 531.74%-507.1pp | 405.60%-381.0pp | 372.94%-348.3pp |
| Employer contribution / active EE | $20,399 | $4,692+334.7% | $4,013+408.3% | $4,751+329.4% |
| Participant deferral / active EE | $13,550 | $6,938+95.3% | $6,221+117.8% | $6,710+101.9% |
| Admin fee / account holder | $4,399 | $10,708-58.9% | $9,003-51.1% | $11,403-61.4% |