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 | $316,372 | $217,402+45.5% | $185,823+70.3% | $167,490+88.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.75% | 148.36%-128.6pp | 122.05%-102.3pp | 478.56%-458.8pp |
| Employer contribution / active EE | $11,528 | $5,873+96.3% | $5,167+123.1% | $4,837+138.3% |
| Participant deferral / active EE | $4,900 | $6,356-22.9% | $5,568-12.0% | $6,341-22.7% |
| Admin fee / account holder | $2,675 | $19,811-86.5% | $16,237-83.5% | $12,309-78.3% |