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 | $728,258 | $202,318+260.0% | $172,739+321.6% | $152,861+376.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.50% | 1029.65%-1013.2pp | 802.84%-786.3pp | 345.32%-328.8pp |
| Employer contribution / active EE | $26,327 | $5,856+349.6% | $5,143+411.9% | $4,762+452.8% |
| Participant deferral / active EE | $20,755 | $5,948+248.9% | $5,198+299.3% | $5,850+254.8% |
| Admin fee / account holder | $11,510 | $17,109-32.7% | $13,954-17.5% | $11,596-0.7% |