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 | $311,274 | $175,202+77.7% | $149,673+108.0% | $139,434+123.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.32% | 166.71%-140.4pp | 134.42%-108.1pp | 372.94%-346.6pp |
| Employer contribution / active EE | $5,814 | $5,474+6.2% | $4,818+20.7% | $4,751+22.4% |
| Participant deferral / active EE | $7,143 | $6,519+9.6% | $5,680+25.8% | $6,710+6.4% |
| Admin fee / account holder | $485 | $16,150-97.0% | $13,210-96.3% | $11,403-95.7% |