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 | $739,410 | $138,044+435.6% | $125,339+489.9% | $134,475+449.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -7.22% | 750.33%-757.5pp | 572.05%-579.3pp | 417.96%-425.2pp |
| Employer contribution / active EE | $2,247 | $5,243-57.1% | $4,814-53.3% | $4,740-52.6% |
| Participant deferral / active EE | $4,451 | $7,799-42.9% | $7,446-40.2% | $6,400-30.4% |
| Admin fee / account holder | $21,761 | $11,571+88.1% | $10,010+117.4% | $11,426+90.5% |