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 8-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 | $725,128 | $201,272+260.3% | $184,203+293.7% | $145,922+396.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.70% | 29.00%+0.7pp | 28.81%+0.9pp | 561.29%-531.6pp |
| Employer contribution / active EE | $16,791 | $7,022+139.1% | $6,427+161.3% | $4,660+260.4% |
| Participant deferral / active EE | $15,451 | $9,806+57.6% | $9,131+69.2% | $6,688+131.0% |
| Admin fee / account holder | $4,523 | $16,364-72.4% | $13,901-67.5% | $13,397-66.2% |