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 | $718,691 | $121,625+490.9% | $104,607+587.0% | $158,922+352.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.37% | 465.26%-447.9pp | 340.46%-323.1pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,331 | $3,163+5.3% | $2,681+24.3% | $4,761-30.0% |
| Participant deferral / active EE | $6,781 | $4,177+62.3% | $3,740+81.3% | $5,982+13.3% |
| Admin fee / account holder | $12,577 | $7,787+61.5% | $6,473+94.3% | $11,246+11.8% |