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 | $504,919 | $109,327+361.8% | $89,391+464.8% | $158,922+217.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.45% | 345.68%-326.2pp | 245.62%-226.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $3,799 | $3,170+19.9% | $2,586+46.9% | $4,761-20.2% |
| Participant deferral / active EE | $16,400 | $4,598+256.6% | $3,890+321.6% | $5,982+174.1% |
| Admin fee / account holder | $322 | $6,153-94.8% | $4,881-93.4% | $11,246-97.1% |