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 | $391,083 | $176,056+122.1% | $159,436+145.3% | $167,490+133.5% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 13.47% | 331.75%-318.3pp | 263.57%-250.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,093 | $5,297-79.4% | $4,829-77.4% | $4,837-77.4% |
| Participant deferral / active EE | $9,908 | $7,750+27.8% | $7,352+34.8% | $6,341+56.2% |
| Admin fee / account holder | $5,596 | $12,554-55.4% | $10,799-48.2% | $12,309-54.5% |