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 | $250,494 | $144,119+73.8% | $117,854+112.5% | $147,584+69.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.63% | 531.15%-510.5pp | 335.08%-314.5pp | 578.55%-557.9pp |
| Employer contribution / active EE | $5,500 | $4,896+12.3% | $3,786+45.3% | $4,876+12.8% |
| Participant deferral / active EE | $15,074 | $5,316+183.6% | $4,482+236.3% | $5,439+177.2% |
| Admin fee / account holder | $14,525 | $10,886+33.4% | $8,020+81.1% | $10,885+33.4% |