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 | $461,162 | $226,064+104.0% | $182,532+152.6% | $152,861+201.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.26% | 192.51%-174.3pp | 148.54%-130.3pp | 345.32%-327.1pp |
| Employer contribution / active EE | $13,264 | $4,978+166.4% | $4,076+225.4% | $4,762+178.5% |
| Participant deferral / active EE | $7,404 | $6,368+16.3% | $5,524+34.0% | $5,850+26.6% |
| Admin fee / account holder | $2,224 | $10,703-79.2% | $8,592-74.1% | $11,596-80.8% |