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 | $428,746 | $102,604+317.9% | $86,188+397.5% | $139,434+207.5% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 18.24% | 1922.51%-1904.3pp | 1168.45%-1150.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,520 | $3,032-16.9% | $2,380+5.9% | $4,751-47.0% |
| Participant deferral / active EE | $8,197 | $4,676+75.3% | $3,985+105.7% | $6,710+22.2% |
| Admin fee / account holder | $5,397 | $8,657-37.7% | $6,852-21.2% | $11,403-52.7% |