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 | $623,919 | $197,591+215.8% | $177,821+250.9% | $158,922+292.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 125.87% | 58.76%+67.1pp | 48.32%+77.5pp | 302.83%-177.0pp |
| Employer contribution / active EE | $17,289 | $6,697+158.1% | $5,918+192.1% | $4,761+263.1% |
| Participant deferral / active EE | $21,541 | $8,405+156.3% | $7,714+179.2% | $5,982+260.1% |
| Admin fee / account holder | $4,346 | $15,399-71.8% | $12,427-65.0% | $11,246-61.4% |