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 | $488,381 | $183,519+166.1% | $155,509+214.1% | $145,922+234.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.02% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,759 | $5,313-66.9% | $4,672-62.4% | $4,660-62.3% |
| Participant deferral / active EE | $6,075 | $6,462-6.0% | $5,626+8.0% | $6,688-9.2% |
| Admin fee / account holder | $21,333 | $19,313+10.5% | $15,912+34.1% | $13,397+59.2% |