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 | $764,336 | $176,056+334.1% | $159,436+379.4% | $167,490+356.3% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 11.76% | 331.75%-320.0pp | 263.57%-251.8pp | 478.56%-466.8pp |
| Employer contribution / active EE | $3,910 | $5,297-26.2% | $4,829-19.0% | $4,837-19.2% |
| Participant deferral / active EE | $12,875 | $7,750+66.1% | $7,352+75.1% | $6,341+103.0% |
| Admin fee / account holder | $3,704 | $12,554-70.5% | $10,799-65.7% | $12,309-69.9% |