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 | $515,072 | $114,047+351.6% | $96,139+435.8% | $167,490+207.5% |
| Participation rate | 90.0% | 75.1%+14.9pp | 68.4%+21.6pp | 82.1%+7.9pp |
| Annual return | 14.78% | 189.88%-175.1pp | 191.94%-177.2pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,623 | $3,427-23.5% | $2,797-6.2% | $4,837-45.8% |
| Participant deferral / active EE | $6,114 | $5,194+17.7% | $4,349+40.6% | $6,341-3.6% |
| Admin fee / account holder | $13,483 | $6,897+95.5% | $5,537+143.5% | $12,309+9.5% |