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 6-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 | $779,062 | $158,398+391.8% | $126,539+515.7% | $142,382+447.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.35% | 593.76%-573.4pp | 425.95%-405.6pp | 217.08%-196.7pp |
| Employer contribution / active EE | $30,733 | $4,650+560.9% | $3,674+736.5% | $4,299+614.9% |
| Participant deferral / active EE | $17,592 | $4,767+269.1% | $4,083+330.9% | $6,507+170.3% |
| Admin fee / account holder | $10,470 | $6,918+51.3% | $6,065+72.6% | $12,624-17.1% |