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 | $294,841 | $144,119+104.6% | $117,854+150.2% | $147,584+99.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.46% | 531.15%-519.7pp | 335.08%-323.6pp | 578.55%-567.1pp |
| Employer contribution / active EE | $7,908 | $4,896+61.5% | $3,786+108.9% | $4,876+62.2% |
| Participant deferral / active EE | $12,954 | $5,316+143.7% | $4,482+189.0% | $5,439+138.2% |
| Admin fee / account holder | $2,923 | $10,886-73.1% | $8,020-63.6% | $10,885-73.1% |