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 | $679,092 | $198,466+242.2% | $170,442+298.4% | $147,584+360.1% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 20.45% | 257.29%-236.8pp | 205.93%-185.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $17,046 | $6,184+175.7% | $5,433+213.8% | $4,876+249.6% |
| Participant deferral / active EE | $7,555 | $5,629+34.2% | $4,939+52.9% | $5,439+38.9% |
| Admin fee / account holder | $1,205 | $16,852-92.9% | $13,880-91.3% | $10,885-88.9% |