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 | $717,815 | $198,466+261.7% | $170,442+321.2% | $147,584+386.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 14.21% | 257.29%-243.1pp | 205.93%-191.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $6,019 | $6,184-2.7% | $5,433+10.8% | $4,876+23.4% |
| Participant deferral / active EE | $12,376 | $5,629+119.8% | $4,939+150.6% | $5,439+127.6% |
| Admin fee / account holder | $70,814 | $16,852+320.2% | $13,880+410.2% | $10,885+550.6% |