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 | $516,014 | $138,044+273.8% | $125,339+311.7% | $134,475+283.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.61% | 750.33%-760.9pp | 572.05%-582.7pp | 417.96%-428.6pp |
| Employer contribution / active EE | $6,274 | $5,243+19.7% | $4,814+30.3% | $4,740+32.4% |
| Participant deferral / active EE | $22,547 | $7,799+189.1% | $7,446+202.8% | $6,400+252.3% |
| Admin fee / account holder | $3,447 | $11,571-70.2% | $10,010-65.6% | $11,426-69.8% |