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 | $625,776 | $209,411+198.8% | $178,490+250.6% | $158,922+293.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.42% | 188.75%-171.3pp | 151.07%-133.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $4,232 | $5,706-25.8% | $5,011-15.5% | $4,761-11.1% |
| Participant deferral / active EE | $13,836 | $5,954+132.4% | $5,202+166.0% | $5,982+131.3% |
| Admin fee / account holder | $16,678 | $17,074-2.3% | $13,984+19.3% | $11,246+48.3% |