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 | $538,664 | $217,402+147.8% | $185,823+189.9% | $167,490+221.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.40% | 148.36%-133.0pp | 122.05%-106.7pp | 478.56%-463.2pp |
| Employer contribution / active EE | $7,049 | $5,873+20.0% | $5,167+36.4% | $4,837+45.7% |
| Participant deferral / active EE | $3,955 | $6,356-37.8% | $5,568-29.0% | $6,341-37.6% |
| Admin fee / account holder | $25,351 | $19,811+28.0% | $16,237+56.1% | $12,309+106.0% |