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 | $344,240 | $183,963+87.1% | $162,163+112.3% | $152,861+125.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.78% | 150.76%-123.0pp | 115.59%-87.8pp | 345.32%-317.5pp |
| Employer contribution / active EE | $2,670 | $6,371-58.1% | $5,614-52.4% | $4,762-43.9% |
| Participant deferral / active EE | $7,728 | $8,034-3.8% | $7,298+5.9% | $5,850+32.1% |
| Admin fee / account holder | $24,143 | $13,121+84.0% | $10,843+122.7% | $11,596+108.2% |