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 | $458,825 | $209,411+119.1% | $178,490+157.1% | $158,922+188.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.73% | 188.75%-180.0pp | 151.07%-142.3pp | 302.83%-294.1pp |
| Employer contribution / active EE | $14,158 | $5,706+148.1% | $5,011+182.6% | $4,761+197.4% |
| Participant deferral / active EE | $18,405 | $5,954+209.1% | $5,202+253.8% | $5,982+207.7% |
| Admin fee / account holder | $4,611 | $17,074-73.0% | $13,984-67.0% | $11,246-59.0% |