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 | $736,571 | $185,822+296.4% | $169,993+333.3% | $139,434+428.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.33% | 60.50%-32.2pp | 53.37%-25.0pp | 372.94%-344.6pp |
| Employer contribution / active EE | $2,887 | $7,590-62.0% | $6,785-57.5% | $4,751-39.2% |
| Participant deferral / active EE | $14,356 | $11,622+23.5% | $10,408+37.9% | $6,710+113.9% |
| Admin fee / account holder | $1,250 | $15,381-91.9% | $12,815-90.2% | $11,403-89.0% |