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 | $270,675 | $209,411+29.3% | $178,490+51.6% | $158,922+70.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 33.24% | 188.75%-155.5pp | 151.07%-117.8pp | 302.83%-269.6pp |
| Employer contribution / active EE | $11,740 | $5,706+105.7% | $5,011+134.3% | $4,761+146.6% |
| Participant deferral / active EE | $8,071 | $5,954+35.6% | $5,202+55.2% | $5,982+34.9% |
| Admin fee / account holder | $1,218 | $17,074-92.9% | $13,984-91.3% | $11,246-89.2% |