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 | $837,388 | $214,378+290.6% | $200,582+317.5% | $142,382+488.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 31.02% | 46.41%-15.4pp | 42.33%-11.3pp | 217.08%-186.1pp |
| Employer contribution / active EE | $34,127 | $6,841+398.8% | $6,419+431.7% | $4,299+693.8% |
| Participant deferral / active EE | $22,316 | $9,865+126.2% | $9,331+139.2% | $6,507+242.9% |
| Admin fee / account holder | $23,292 | $17,692+31.7% | $16,305+42.9% | $12,624+84.5% |