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 | $552,604 | $210,648+162.3% | $177,989+210.5% | $145,922+278.7% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 12.91% | 385.86%-373.0pp | 294.48%-281.6pp | 561.29%-548.4pp |
| Employer contribution / active EE | $634 | $4,565-86.1% | $3,949-83.9% | $4,660-86.4% |
| Participant deferral / active EE | $3,816 | $6,958-45.2% | $6,276-39.2% | $6,688-42.9% |
| Admin fee / account holder | $7,566 | $12,013-37.0% | $10,363-27.0% | $13,397-43.5% |