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 | $689,788 | $149,040+362.8% | $120,225+473.7% | $137,256+402.6% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 14.81% | 605.68%-590.9pp | 439.23%-424.4pp | 220.34%-205.5pp |
| Employer contribution / active EE | $150 | $4,350-96.6% | $3,475-95.7% | $4,156-96.4% |
| Participant deferral / active EE | $3,749 | $4,655-19.5% | $3,999-6.2% | $6,407-41.5% |
| Admin fee / account holder | $3,355 | $6,348-47.1% | $5,696-41.1% | $12,270-72.7% |