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 | $503,496 | $104,907+379.9% | $84,611+495.1% | $152,861+229.4% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 20.44% | 373.79%-353.3pp | 258.74%-238.3pp | 345.32%-324.9pp |
| Employer contribution / active EE | $5,295 | $3,302+60.4% | $2,652+99.7% | $4,762+11.2% |
| Participant deferral / active EE | $14,860 | $4,688+217.0% | $3,899+281.1% | $5,850+154.0% |
| Admin fee / account holder | $1,098 | $6,241-82.4% | $4,912-77.7% | $11,596-90.5% |