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 | $623,451 | $217,402+186.8% | $185,823+235.5% | $167,490+272.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.50% | 148.36%-124.9pp | 122.05%-98.6pp | 478.56%-455.1pp |
| Employer contribution / active EE | $2,949 | $5,873-49.8% | $5,167-42.9% | $4,837-39.0% |
| Participant deferral / active EE | $8,302 | $6,356+30.6% | $5,568+49.1% | $6,341+30.9% |
| Admin fee / account holder | $4,967 | $19,811-74.9% | $16,237-69.4% | $12,309-59.7% |