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 | $668,322 | $159,934+317.9% | $147,005+354.6% | $145,959+357.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.75% | 98.24%-84.5pp | 418.76%-405.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $3,610 | $5,287-31.7% | $4,934-26.8% | $4,661-22.6% |
| Participant deferral / active EE | $23,198 | $8,427+175.3% | $8,070+187.5% | $6,689+246.8% |
| Admin fee / account holder | $2,904 | $15,053-80.7% | $13,006-77.7% | $13,398-78.3% |