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 | $697,656 | $197,591+253.1% | $177,821+292.3% | $158,922+339.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 205.62% | 58.76%+146.9pp | 48.32%+157.3pp | 302.83%-97.2pp |
| Employer contribution / active EE | $8,467 | $6,697+26.4% | $5,918+43.1% | $4,761+77.8% |
| Participant deferral / active EE | $9,913 | $8,405+17.9% | $7,714+28.5% | $5,982+65.7% |
| Admin fee / account holder | $17,629 | $15,399+14.5% | $12,427+41.9% | $11,246+56.8% |