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 | $453,201 | $109,327+314.5% | $89,391+407.0% | $158,922+185.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.41% | 345.68%-327.3pp | 245.62%-227.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $5,542 | $3,170+74.8% | $2,586+114.3% | $4,761+16.4% |
| Participant deferral / active EE | $5,664 | $4,598+23.2% | $3,890+45.6% | $5,982-5.3% |
| Admin fee / account holder | $829 | $6,153-86.5% | $4,881-83.0% | $11,246-92.6% |