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 | $522,013 | $210,698+147.8% | $178,014+193.2% | $145,959+257.6% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.34% | 386.27%-374.9pp | 294.80%-283.5pp | 561.95%-550.6pp |
| Employer contribution / active EE | $6,342 | $4,567+38.9% | $3,950+60.6% | $4,661+36.1% |
| Participant deferral / active EE | $21,230 | $6,958+205.1% | $6,276+238.3% | $6,689+217.4% |
| Admin fee / account holder | $2,869 | $12,016-76.1% | $10,362-72.3% | $13,398-78.6% |