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 | $737,965 | $209,411+252.4% | $178,490+313.4% | $158,922+364.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.18% | 188.75%-169.6pp | 151.07%-131.9pp | 302.83%-283.6pp |
| Employer contribution / active EE | $11,948 | $5,706+109.4% | $5,011+138.4% | $4,761+150.9% |
| Participant deferral / active EE | $2,467 | $5,954-58.6% | $5,202-52.6% | $5,982-58.8% |
| Admin fee / account holder | $3,808 | $17,074-77.7% | $13,984-72.8% | $11,246-66.1% |