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 | $356,983 | $175,202+103.8% | $149,673+138.5% | $139,434+156.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.26% | 166.71%-151.5pp | 134.42%-119.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $9,474 | $5,474+73.1% | $4,818+96.6% | $4,751+99.4% |
| Participant deferral / active EE | $9,963 | $6,519+52.8% | $5,680+75.4% | $6,710+48.5% |
| Admin fee / account holder | $17,867 | $16,150+10.6% | $13,210+35.3% | $11,403+56.7% |