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 | $589,096 | $70,756+732.6% | $65,493+799.5% | $142,382+313.7% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | 11.28% | 1754.89%-1743.6pp | 982.45%-971.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,632 | $2,881-8.6% | $2,574+2.3% | $4,299-38.8% |
| Participant deferral / active EE | $6,837 | $4,637+47.4% | $3,961+72.6% | $6,507+5.1% |
| Admin fee / account holder | $37,569 | $6,559+472.8% | $5,028+647.2% | $12,624+197.6% |