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 7-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 | $658,715 | $217,402+203.0% | $185,823+254.5% | $167,490+293.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.25% | 148.36%-123.1pp | 122.05%-96.8pp | 478.56%-453.3pp |
| Employer contribution / active EE | $5,023 | $5,873-14.5% | $5,167-2.8% | $4,837+3.8% |
| Participant deferral / active EE | $8,215 | $6,356+29.2% | $5,568+47.5% | $6,341+29.5% |
| Admin fee / account holder | $1,584 | $19,811-92.0% | $16,237-90.2% | $12,309-87.1% |