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 | $257,448 | $217,402+18.4% | $185,823+38.5% | $167,490+53.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.70% | 148.36%-128.7pp | 122.05%-102.4pp | 478.56%-458.9pp |
| Employer contribution / active EE | $15,496 | $5,873+163.8% | $5,167+199.9% | $4,837+220.3% |
| Participant deferral / active EE | $9,130 | $6,356+43.6% | $5,568+64.0% | $6,341+44.0% |
| Admin fee / account holder | $2,266 | $19,811-88.6% | $16,237-86.0% | $12,309-81.6% |