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 | $351,723 | $175,202+100.8% | $149,673+135.0% | $139,434+152.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.69% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $7,548 | $5,474+37.9% | $4,818+56.7% | $4,751+58.9% |
| Participant deferral / active EE | $10,525 | $6,519+61.5% | $5,680+85.3% | $6,710+56.9% |
| Admin fee / account holder | $23,853 | $16,150+47.7% | $13,210+80.6% | $11,403+109.2% |