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 | $868,897 | $201,272+331.7% | $184,203+371.7% | $145,922+495.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.64% | 29.00%-14.4pp | 28.81%-14.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $23,558 | $7,022+235.5% | $6,427+266.5% | $4,660+405.6% |
| Participant deferral / active EE | $25,363 | $9,806+158.7% | $9,131+177.8% | $6,688+279.3% |
| Admin fee / account holder | $15,057 | $16,364-8.0% | $13,901+8.3% | $13,397+12.4% |