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 | $632,251 | $88,751+612.4% | $81,812+672.8% | $145,922+333.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 16.96% | 1025.40%-1008.4pp | 773.79%-756.8pp | 561.29%-544.3pp |
| Employer contribution / active EE | $10,100 | $3,083+227.6% | $2,912+246.8% | $4,660+116.8% |
| Participant deferral / active EE | $21,745 | $4,643+368.3% | $4,319+403.5% | $6,688+225.1% |
| Admin fee / account holder | $13,272 | $8,415+57.7% | $7,386+79.7% | $13,397-0.9% |