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 | $624,872 | $198,466+214.9% | $170,442+266.6% | $147,584+323.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.53% | 257.29%-244.8pp | 205.93%-193.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $3,188 | $6,184-48.4% | $5,433-41.3% | $4,876-34.6% |
| Participant deferral / active EE | $12,225 | $5,629+117.2% | $4,939+147.5% | $5,439+124.8% |
| Admin fee / account holder | $6,145 | $16,852-63.5% | $13,880-55.7% | $10,885-43.5% |