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 | $731,473 | $121,625+501.4% | $104,607+599.3% | $158,922+360.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.20% | 465.26%-451.1pp | 340.46%-326.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,930 | $3,163+24.2% | $2,681+46.6% | $4,761-17.5% |
| Participant deferral / active EE | $13,436 | $4,177+221.6% | $3,740+259.3% | $5,982+124.6% |
| Admin fee / account holder | $11,488 | $7,787+47.5% | $6,473+77.5% | $11,246+2.2% |