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 | $346,765 | $198,466+74.7% | $170,442+103.5% | $147,584+135.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.58% | 257.29%-243.7pp | 205.93%-192.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $5,080 | $6,184-17.8% | $5,433-6.5% | $4,876+4.2% |
| Participant deferral / active EE | $11,875 | $5,629+111.0% | $4,939+140.4% | $5,439+118.3% |
| Admin fee / account holder | $2,613 | $16,852-84.5% | $13,880-81.2% | $10,885-76.0% |