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 9-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 | $525,633 | $97,757+437.7% | $83,848+526.9% | $135,375+288.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 12.74% | 1287.37%-1274.6pp | 850.88%-838.1pp | 519.73%-507.0pp |
| Employer contribution / active EE | $2,915 | $4,222-31.0% | $3,631-19.7% | $4,779-39.0% |
| Participant deferral / active EE | $24,350 | $4,682+420.1% | $4,082+496.6% | $5,609+334.1% |
| Admin fee / account holder | $5,347 | $6,674-19.9% | $5,478-2.4% | $10,827-50.6% |