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 | $558,341 | $183,592+204.1% | $155,567+258.9% | $145,959+282.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 123.81% | 61.24%+62.6pp | 64.74%+59.1pp | 561.95%-438.1pp |
| Employer contribution / active EE | $1,644 | $5,315-69.1% | $4,674-64.8% | $4,661-64.7% |
| Participant deferral / active EE | $6,600 | $6,464+2.1% | $5,628+17.3% | $6,689-1.3% |
| Admin fee / account holder | $12,759 | $19,318-34.0% | $15,916-19.8% | $13,398-4.8% |