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 | $452,333 | $176,056+156.9% | $159,436+183.7% | $167,490+170.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.50% | 331.75%-317.2pp | 263.57%-249.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $3,006 | $5,297-43.2% | $4,829-37.8% | $4,837-37.9% |
| Participant deferral / active EE | $10,918 | $7,750+40.9% | $7,352+48.5% | $6,341+72.2% |
| Admin fee / account holder | $3,666 | $12,554-70.8% | $10,799-66.1% | $12,309-70.2% |