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 | $311,768 | $198,466+57.1% | $170,442+82.9% | $147,584+111.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.31% | 257.29%-243.0pp | 205.93%-191.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $5,613 | $6,184-9.2% | $5,433+3.3% | $4,876+15.1% |
| Participant deferral / active EE | $3,486 | $5,629-38.1% | $4,939-29.4% | $5,439-35.9% |
| Admin fee / account holder | $11,907 | $16,852-29.3% | $13,880-14.2% | $10,885+9.4% |