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 | $324,751 | $183,963+76.5% | $162,163+100.3% | $152,861+112.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.50% | 150.76%-134.3pp | 115.59%-99.1pp | 345.32%-328.8pp |
| Employer contribution / active EE | $17,933 | $6,371+181.5% | $5,614+219.5% | $4,762+276.6% |
| Participant deferral / active EE | $11,831 | $8,034+47.3% | $7,298+62.1% | $5,850+102.2% |
| Admin fee / account holder | $2,436 | $13,121-81.4% | $10,843-77.5% | $11,596-79.0% |