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 | $496,687 | $126,574+292.4% | $106,213+367.6% | $145,922+240.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.84% | 224.79%-206.9pp | 116.14%-98.3pp | 561.29%-543.4pp |
| Employer contribution / active EE | $5,548 | $3,730+48.7% | $3,171+74.9% | $4,660+19.1% |
| Participant deferral / active EE | $15,680 | $5,724+173.9% | $5,016+212.6% | $6,688+134.5% |
| Admin fee / account holder | $4,065 | $17,304-76.5% | $11,033-63.2% | $13,397-69.7% |