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 | $510,479 | $209,832+143.3% | $189,513+169.4% | $167,490+204.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.00% | 748.27%-730.3pp | 555.15%-537.2pp | 478.56%-460.6pp |
| Employer contribution / active EE | $22,980 | $6,914+232.4% | $6,162+273.0% | $4,837+375.0% |
| Participant deferral / active EE | $13,675 | $8,935+53.1% | $8,221+66.3% | $6,341+115.7% |
| Admin fee / account holder | $13,074 | $14,293-8.5% | $12,045+8.5% | $12,309+6.2% |