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 | $522,064 | $133,922+289.8% | $116,228+349.2% | $142,382+266.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 68.75% | 147.76%-79.0pp | 90.06%-21.3pp | 217.08%-148.3pp |
| Employer contribution / active EE | $4,706 | $3,446+36.6% | $2,994+57.1% | $4,299+9.5% |
| Participant deferral / active EE | $10,150 | $5,672+78.9% | $4,953+104.9% | $6,507+56.0% |
| Admin fee / account holder | $941 | $14,945-93.7% | $11,989-92.2% | $12,624-92.5% |