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 | $435,409 | $176,056+147.3% | $159,436+173.1% | $167,490+160.0% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 14.07% | 331.75%-317.7pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $6,721 | $5,297+26.9% | $4,829+39.2% | $4,837+38.9% |
| Participant deferral / active EE | $14,994 | $7,750+93.5% | $7,352+103.9% | $6,341+136.4% |
| Admin fee / account holder | $50,483 | $12,554+302.1% | $10,799+367.5% | $12,309+310.1% |