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 | $359,790 | $183,963+95.6% | $162,163+121.9% | $152,861+135.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.85% | 150.76%-128.9pp | 115.59%-93.7pp | 345.32%-323.5pp |
| Employer contribution / active EE | $17,467 | $6,371+174.2% | $5,614+211.1% | $4,762+266.8% |
| Participant deferral / active EE | $19,045 | $8,034+137.1% | $7,298+161.0% | $5,850+225.5% |
| Admin fee / account holder | $715 | $13,121-94.5% | $10,843-93.4% | $11,596-93.8% |