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 | $158,398+335.5% | $126,539+445.1% | $142,382+384.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 14.81% | 593.76%-578.9pp | 425.95%-411.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $150 | $4,650-96.8% | $3,674-95.9% | $4,299-96.5% |
| Participant deferral / active EE | $3,749 | $4,767-21.4% | $4,083-8.2% | $6,507-42.4% |
| Admin fee / account holder | $3,355 | $6,918-51.5% | $6,065-44.7% | $12,624-73.4% |