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 | $527,648 | $175,202+201.2% | $149,673+252.5% | $139,434+278.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.59% | 166.71%-145.1pp | 134.42%-112.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $35,591 | $5,474+550.2% | $4,818+638.8% | $4,751+649.2% |
| Participant deferral / active EE | $21,975 | $6,519+237.1% | $5,680+286.9% | $6,710+227.5% |
| Admin fee / account holder | $29,308 | $16,150+81.5% | $13,210+121.9% | $11,403+157.0% |