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 | $589,498 | $226,064+160.8% | $182,532+223.0% | $152,861+285.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.01% | 192.51%-166.5pp | 148.54%-122.5pp | 345.32%-319.3pp |
| Employer contribution / active EE | $4,588 | $4,978-7.8% | $4,076+12.6% | $4,762-3.7% |
| Participant deferral / active EE | $13,770 | $6,368+116.2% | $5,524+149.3% | $5,850+135.4% |
| Admin fee / account holder | $8,899 | $10,703-16.9% | $8,592+3.6% | $11,596-23.3% |