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 | $569,513 | $209,411+172.0% | $178,490+219.1% | $158,922+258.4% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 13.19% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,428 | $5,706-57.4% | $5,011-51.5% | $4,761-49.0% |
| Participant deferral / active EE | $6,182 | $5,954+3.8% | $5,202+18.8% | $5,982+3.3% |
| Admin fee / account holder | $3,001 | $17,074-82.4% | $13,984-78.5% | $11,246-73.3% |