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 | $663,868 | $217,402+205.4% | $185,823+257.3% | $167,490+296.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.87% | 148.36%-122.5pp | 122.05%-96.2pp | 478.56%-452.7pp |
| Employer contribution / active EE | $1,997 | $5,873-66.0% | $5,167-61.4% | $4,837-58.7% |
| Participant deferral / active EE | $4,319 | $6,356-32.1% | $5,568-22.4% | $6,341-31.9% |
| Admin fee / account holder | $29,572 | $19,811+49.3% | $16,237+82.1% | $12,309+140.2% |