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 | $387,033 | $124,185+211.7% | $108,410+257.0% | $167,490+131.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.37% | 1379.64%-1362.3pp | 905.27%-887.9pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,150 | $4,187-48.6% | $3,558-39.6% | $4,837-55.6% |
| Participant deferral / active EE | $13,017 | $6,908+88.4% | $6,563+98.3% | $6,341+105.3% |
| Admin fee / account holder | $5,961 | $9,455-37.0% | $7,295-18.3% | $12,309-51.6% |