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 | $824,426 | $160,055+415.1% | $140,016+488.8% | $135,375+509.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 13.22% | 911.38%-898.2pp | 651.12%-637.9pp | 519.73%-506.5pp |
| Employer contribution / active EE | $17,792 | $6,420+177.1% | $5,606+217.4% | $4,779+272.3% |
| Participant deferral / active EE | $18,317 | $7,642+139.7% | $6,927+164.4% | $5,609+226.6% |
| Admin fee / account holder | $112,613 | $13,328+744.9% | $10,705+951.9% | $10,827+940.1% |