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 | $504,066 | $144,119+249.8% | $117,854+327.7% | $147,584+241.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 9.76% | 531.15%-521.4pp | 335.08%-325.3pp | 578.55%-568.8pp |
| Employer contribution / active EE | $11,824 | $4,896+141.5% | $3,786+212.3% | $4,876+142.5% |
| Participant deferral / active EE | $13,943 | $5,316+162.3% | $4,482+211.1% | $5,439+156.4% |
| Admin fee / account holder | $29,476 | $10,886+170.8% | $8,020+267.5% | $10,885+170.8% |