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 | $524,016 | $179,726+191.6% | $156,263+235.3% | $142,382+268.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.81% | 77.86%-67.0pp | 59.47%-48.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $11,148 | $5,069+119.9% | $4,333+157.3% | $4,299+159.3% |
| Participant deferral / active EE | $9,188 | $6,956+32.1% | $6,158+49.2% | $6,507+41.2% |
| Admin fee / account holder | $18,373 | $17,272+6.4% | $14,255+28.9% | $12,624+45.5% |