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 | $440,486 | $183,963+139.4% | $162,163+171.6% | $152,861+188.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.10% | 150.76%-130.7pp | 115.59%-95.5pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,955 | $6,371-37.9% | $5,614-29.6% | $4,762-17.0% |
| Participant deferral / active EE | $7,733 | $8,034-3.7% | $7,298+6.0% | $5,850+32.2% |
| Admin fee / account holder | $11,264 | $13,121-14.2% | $10,843+3.9% | $11,596-2.9% |