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 3-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 | $1,448,799 | $159,602+807.8% | $150,045+865.6% | $142,382+917.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 259.42% | 70.24%+189.2pp | 62.55%+196.9pp | 217.08%+42.3pp |
| Employer contribution / active EE | $9,694 | $4,961+95.4% | $4,693+106.6% | $4,299+125.5% |
| Participant deferral / active EE | $20,923 | $8,310+151.8% | $7,997+161.6% | $6,507+221.5% |
| Admin fee / account holder | $1,300 | $14,846-91.2% | $13,435-90.3% | $12,624-89.7% |