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 | $432,954 | $159,901+170.8% | $146,958+194.6% | $145,922+196.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 21.71% | 98.13%-76.4pp | 418.34%-396.6pp | 561.29%-539.6pp |
| Employer contribution / active EE | $5,813 | $5,286+10.0% | $4,933+17.8% | $4,660+24.8% |
| Participant deferral / active EE | $14,966 | $8,428+77.6% | $8,070+85.4% | $6,688+123.8% |
| Admin fee / account holder | $580 | $15,044-96.1% | $12,998-95.5% | $13,397-95.7% |