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 | $270,797 | $149,040+81.7% | $120,225+125.2% | $137,256+97.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.11% | 605.68%-591.6pp | 439.23%-425.1pp | 220.34%-206.2pp |
| Employer contribution / active EE | $4,745 | $4,350+9.1% | $3,475+36.5% | $4,156+14.2% |
| Participant deferral / active EE | $8,446 | $4,655+81.5% | $3,999+111.2% | $6,407+31.8% |
| Admin fee / account holder | $1,352 | $6,348-78.7% | $5,696-76.3% | $12,270-89.0% |