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 | $295,748 | $209,411+41.2% | $178,490+65.7% | $158,922+86.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.67% | 188.75%-172.1pp | 151.07%-134.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $9,572 | $5,706+67.7% | $5,011+91.0% | $4,761+101.0% |
| Participant deferral / active EE | $9,454 | $5,954+58.8% | $5,202+81.8% | $5,982+58.0% |
| Admin fee / account holder | $13,186 | $17,074-22.8% | $13,984-5.7% | $11,246+17.3% |