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 | $318,794 | $180,449+76.7% | $154,107+106.9% | $135,375+135.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.29% | 888.09%-884.8pp | 735.12%-731.8pp | 519.73%-516.4pp |
| Employer contribution / active EE | $1,481 | $6,035-75.5% | $5,298-72.1% | $4,779-69.0% |
| Participant deferral / active EE | $2,500 | $5,806-56.9% | $5,081-50.8% | $5,609-55.4% |
| Admin fee / account holder | $16,028 | $16,143-0.7% | $13,411+19.5% | $10,827+48.0% |