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 | $354,027 | $183,963+92.4% | $162,163+118.3% | $152,861+131.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.56% | 150.76%-131.2pp | 115.59%-96.0pp | 345.32%-325.8pp |
| Employer contribution / active EE | $6,103 | $6,371-4.2% | $5,614+8.7% | $4,762+28.1% |
| Participant deferral / active EE | $12,312 | $8,034+53.3% | $7,298+68.7% | $5,850+110.5% |
| Admin fee / account holder | $22,906 | $13,121+74.6% | $10,843+111.3% | $11,596+97.5% |