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 | $454,022 | $176,056+157.9% | $159,436+184.8% | $167,490+171.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.30% | 331.75%-318.4pp | 263.57%-250.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $2,491 | $5,297-53.0% | $4,829-48.4% | $4,837-48.5% |
| Participant deferral / active EE | $13,888 | $7,750+79.2% | $7,352+88.9% | $6,341+119.0% |
| Admin fee / account holder | $880 | $12,554-93.0% | $10,799-91.8% | $12,309-92.8% |