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 | $774,111 | $209,411+269.7% | $178,490+333.7% | $158,922+387.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.18% | 188.75%-167.6pp | 151.07%-129.9pp | 302.83%-281.6pp |
| Employer contribution / active EE | $3,663 | $5,706-35.8% | $5,011-26.9% | $4,761-23.1% |
| Participant deferral / active EE | $18,666 | $5,954+213.5% | $5,202+258.9% | $5,982+212.0% |
| Admin fee / account holder | $5,383 | $17,074-68.5% | $13,984-61.5% | $11,246-52.1% |