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 | $540,779 | $217,402+148.7% | $185,823+191.0% | $167,490+222.9% |
| Participation rate | 92.9% | 86.0%+6.8pp | 81.7%+11.2pp | 82.1%+10.8pp |
| Annual return | 24.50% | 148.36%-123.9pp | 122.05%-97.6pp | 478.56%-454.1pp |
| Employer contribution / active EE | $5,443 | $5,873-7.3% | $5,167+5.3% | $4,837+12.5% |
| Participant deferral / active EE | $5,526 | $6,356-13.1% | $5,568-0.8% | $6,341-12.9% |
| Admin fee / account holder | $25,141 | $19,811+26.9% | $16,237+54.8% | $12,309+104.2% |