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 | $398,139 | $209,411+90.1% | $178,490+123.1% | $158,922+150.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.61% | 188.75%-162.1pp | 151.07%-124.5pp | 302.83%-276.2pp |
| Employer contribution / active EE | $4,594 | $5,706-19.5% | $5,011-8.3% | $4,761-3.5% |
| Participant deferral / active EE | $6,880 | $5,954+15.5% | $5,202+32.3% | $5,982+15.0% |
| Admin fee / account holder | $1,997 | $17,074-88.3% | $13,984-85.7% | $11,246-82.2% |