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 | $573,849 | $177,572+223.2% | $154,803+270.7% | $142,382+303.0% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 54.02% | 65.07%-11.0pp | 58.88%-4.9pp | 217.08%-163.1pp |
| Employer contribution / active EE | $5,881 | $4,810+22.2% | $4,305+36.6% | $4,299+36.8% |
| Participant deferral / active EE | $2,675 | $6,272-57.3% | $5,540-51.7% | $6,507-58.9% |
| Admin fee / account holder | $60,004 | $16,786+257.5% | $14,329+318.8% | $12,624+375.3% |