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 | $285,850 | $159,934+78.7% | $147,005+94.4% | $145,959+95.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.44% | 98.24%-79.8pp | 418.76%-400.3pp | 561.95%-543.5pp |
| Employer contribution / active EE | $6,001 | $5,287+13.5% | $4,934+21.6% | $4,661+28.8% |
| Participant deferral / active EE | $11,877 | $8,427+40.9% | $8,070+47.2% | $6,689+77.6% |
| Admin fee / account holder | $2,452 | $15,053-83.7% | $13,006-81.1% | $13,398-81.7% |