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 | $385,119 | $185,200+107.9% | $142,863+169.6% | $167,490+129.9% |
| Participation rate | 84.6% | 78.4%+6.2pp | 71.9%+12.7pp | 82.1%+2.5pp |
| Annual return | 13.66% | 8555.70%-8542.0pp | 5637.54%-5623.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,301 | $5,604-76.8% | $4,144-68.6% | $4,837-73.1% |
| Participant deferral / active EE | $12,844 | $4,494+185.8% | $3,837+234.7% | $6,341+102.5% |
| Admin fee / account holder | $13,161 | $8,031+63.9% | $6,560+100.6% | $12,309+6.9% |