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 | $462,174 | $133,922+245.1% | $116,228+297.6% | $142,382+224.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 9.93% | 147.76%-137.8pp | 90.06%-80.1pp | 217.08%-207.2pp |
| Employer contribution / active EE | $12,944 | $3,446+275.7% | $2,994+332.3% | $4,299+201.1% |
| Participant deferral / active EE | $4,624 | $5,672-18.5% | $4,953-6.6% | $6,507-28.9% |
| Admin fee / account holder | $810 | $14,945-94.6% | $11,989-93.2% | $12,624-93.6% |