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 | $523,062 | $108,919+380.2% | $100,391+421.0% | $145,922+258.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.02% | 57.88%-44.9pp | 49.20%-36.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,173 | $4,419-73.4% | $3,942-70.2% | $4,660-74.8% |
| Participant deferral / active EE | $3,208 | $8,445-62.0% | $8,082-60.3% | $6,688-52.0% |
| Admin fee / account holder | $1,051 | $9,689-89.2% | $7,899-86.7% | $13,397-92.2% |