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 | $669,460 | $198,466+237.3% | $170,442+292.8% | $147,584+353.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.51% | 257.29%-246.8pp | 205.93%-195.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $11,919 | $6,184+92.8% | $5,433+119.4% | $4,876+144.4% |
| Participant deferral / active EE | $13,518 | $5,629+140.1% | $4,939+173.7% | $5,439+148.5% |
| Admin fee / account holder | $89,842 | $16,852+433.1% | $13,880+547.3% | $10,885+725.4% |