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 | $680,770 | $198,466+243.0% | $170,442+299.4% | $147,584+361.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.41% | 257.29%-242.9pp | 205.93%-191.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,306 | $6,184-62.7% | $5,433-57.6% | $4,876-52.7% |
| Participant deferral / active EE | $6,931 | $5,629+23.1% | $4,939+40.3% | $5,439+27.4% |
| Admin fee / account holder | $4,568 | $16,852-72.9% | $13,880-67.1% | $10,885-58.0% |