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 | $600,258 | $159,901+275.4% | $146,958+308.5% | $145,922+311.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.60% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,603 | $5,286-50.8% | $4,933-47.2% | $4,660-44.1% |
| Participant deferral / active EE | $20,208 | $8,428+139.8% | $8,070+150.4% | $6,688+202.2% |
| Admin fee / account holder | $1,718 | $15,044-88.6% | $12,998-86.8% | $13,397-87.2% |