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 | $531,732 | $88,751+499.1% | $81,812+549.9% | $145,922+264.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 24.38% | 1025.40%-1001.0pp | 773.79%-749.4pp | 561.29%-536.9pp |
| Employer contribution / active EE | $605 | $3,083-80.4% | $2,912-79.2% | $4,660-87.0% |
| Participant deferral / active EE | $1,040 | $4,643-77.6% | $4,319-75.9% | $6,688-84.4% |
| Admin fee / account holder | $587 | $8,415-93.0% | $7,386-92.1% | $13,397-95.6% |