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 | $591,067 | $202,318+192.1% | $172,739+242.2% | $152,861+286.7% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 18.32% | 1029.65%-1011.3pp | 802.84%-784.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,023 | $5,856-65.5% | $5,143-60.7% | $4,762-57.5% |
| Participant deferral / active EE | $3,253 | $5,948-45.3% | $5,198-37.4% | $5,850-44.4% |
| Admin fee / account holder | $6,053 | $17,109-64.6% | $13,954-56.6% | $11,596-47.8% |