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 | $493,174 | $88,751+455.7% | $81,812+502.8% | $145,922+238.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 11.28% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,460 | $3,083-52.6% | $2,912-49.9% | $4,660-68.7% |
| Participant deferral / active EE | $8,150 | $4,643+75.5% | $4,319+88.7% | $6,688+21.9% |
| Admin fee / account holder | $5,680 | $8,415-32.5% | $7,386-23.1% | $13,397-57.6% |