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 | $777,110 | $148,534+423.2% | $135,903+471.8% | $139,434+457.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.98% | 79.19%-57.2pp | 68.23%-46.3pp | 372.94%-351.0pp |
| Employer contribution / active EE | $7,909 | $5,243+50.8% | $4,856+62.9% | $4,751+66.5% |
| Participant deferral / active EE | $19,835 | $8,100+144.9% | $7,758+155.7% | $6,710+195.6% |
| Admin fee / account holder | $1,825 | $12,400-85.3% | $10,762-83.0% | $11,403-84.0% |