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 | $279,953 | $209,411+33.7% | $178,490+56.8% | $158,922+76.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.29% | 188.75%-158.5pp | 151.07%-120.8pp | 302.83%-272.5pp |
| Employer contribution / active EE | $9,717 | $5,706+70.3% | $5,011+93.9% | $4,761+104.1% |
| Participant deferral / active EE | $9,080 | $5,954+52.5% | $5,202+74.6% | $5,982+51.8% |
| Admin fee / account holder | $2,023 | $17,074-88.2% | $13,984-85.5% | $11,246-82.0% |