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 | $536,044 | $217,402+146.6% | $185,823+188.5% | $167,490+220.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.30% | 148.36%-134.1pp | 122.05%-107.7pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,269 | $5,873-44.3% | $5,167-36.7% | $4,837-32.4% |
| Participant deferral / active EE | $5,882 | $6,356-7.5% | $5,568+5.6% | $6,341-7.2% |
| Admin fee / account holder | $5,435 | $19,811-72.6% | $16,237-66.5% | $12,309-55.8% |