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 | $556,645 | $209,411+165.8% | $178,490+211.9% | $158,922+250.3% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 32.20% | 188.75%-156.5pp | 151.07%-118.9pp | 302.83%-270.6pp |
| Employer contribution / active EE | $2,805 | $5,706-50.8% | $5,011-44.0% | $4,761-41.1% |
| Participant deferral / active EE | $7,346 | $5,954+23.4% | $5,202+41.2% | $5,982+22.8% |
| Admin fee / account holder | $26,351 | $17,074+54.3% | $13,984+88.4% | $11,246+134.3% |