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 | $693,754 | $115,770+499.3% | $101,248+585.2% | $158,922+336.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 42.64% | 56.14%-13.5pp | 46.47%-3.8pp | 302.83%-260.2pp |
| Employer contribution / active EE | $2,379 | $4,175-43.0% | $3,660-35.0% | $4,761-50.0% |
| Participant deferral / active EE | $5,354 | $4,957+8.0% | $4,370+22.5% | $5,982-10.5% |
| Admin fee / account holder | $3,434 | $7,245-52.6% | $5,945-42.2% | $11,246-69.5% |