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 | $583,498 | $209,411+178.6% | $178,490+226.9% | $158,922+267.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 38.14% | 188.75%-150.6pp | 151.07%-112.9pp | 302.83%-264.7pp |
| Employer contribution / active EE | $2,897 | $5,706-49.2% | $5,011-42.2% | $4,761-39.2% |
| Participant deferral / active EE | $7,220 | $5,954+21.3% | $5,202+38.8% | $5,982+20.7% |
| Admin fee / account holder | $28,729 | $17,074+68.3% | $13,984+105.4% | $11,246+155.5% |