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 | $590,290 | $183,519+221.6% | $155,509+279.6% | $145,922+304.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 121.40% | 61.17%+60.2pp | 64.67%+56.7pp | 561.29%-439.9pp |
| Employer contribution / active EE | $2,092 | $5,313-60.6% | $4,672-55.2% | $4,660-55.1% |
| Participant deferral / active EE | $10,080 | $6,462+56.0% | $5,626+79.2% | $6,688+50.7% |
| Admin fee / account holder | $1,715 | $19,313-91.1% | $15,912-89.2% | $13,397-87.2% |