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 | $305,169 | $88,751+243.8% | $81,812+273.0% | $145,922+109.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 17.64% | 1025.40%-1007.8pp | 773.79%-756.2pp | 561.29%-543.7pp |
| Employer contribution / active EE | $804 | $3,083-73.9% | $2,912-72.4% | $4,660-82.7% |
| Participant deferral / active EE | $6,849 | $4,643+47.5% | $4,319+58.6% | $6,688+2.4% |
| Admin fee / account holder | $19,446 | $8,415+131.1% | $7,386+163.3% | $13,397+45.2% |