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 | $430,534 | $202,318+112.8% | $172,739+149.2% | $152,861+181.7% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 17.40% | 1029.65%-1012.3pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,367 | $5,856-76.7% | $5,143-73.4% | $4,762-71.3% |
| Participant deferral / active EE | $4,559 | $5,948-23.4% | $5,198-12.3% | $5,850-22.1% |
| Admin fee / account holder | $2,583 | $17,109-84.9% | $13,954-81.5% | $11,596-77.7% |