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 | $515,752 | $176,056+192.9% | $159,436+223.5% | $167,490+207.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.32% | 331.75%-317.4pp | 263.57%-249.3pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,564 | $5,297-51.6% | $4,829-46.9% | $4,837-47.0% |
| Participant deferral / active EE | $10,400 | $7,750+34.2% | $7,352+41.5% | $6,341+64.0% |
| Admin fee / account holder | $7,740 | $12,554-38.3% | $10,799-28.3% | $12,309-37.1% |