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 | $687,074 | $138,065+397.6% | $123,544+456.1% | $135,375+407.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.60% | 153.68%-144.1pp | 119.20%-109.6pp | 519.73%-510.1pp |
| Employer contribution / active EE | $3,192 | $5,151-38.0% | $4,628-31.0% | $4,779-33.2% |
| Participant deferral / active EE | $5,970 | $6,799-12.2% | $6,426-7.1% | $5,609+6.4% |
| Admin fee / account holder | $25,047 | $10,916+129.5% | $9,284+169.8% | $10,827+131.3% |