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 | $461,372 | $217,402+112.2% | $185,823+148.3% | $167,490+175.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.48% | 148.36%-128.9pp | 122.05%-102.6pp | 478.56%-459.1pp |
| Employer contribution / active EE | $10,738 | $5,873+82.8% | $5,167+107.8% | $4,837+122.0% |
| Participant deferral / active EE | $7,150 | $6,356+12.5% | $5,568+28.4% | $6,341+12.8% |
| Admin fee / account holder | $3,503 | $19,811-82.3% | $16,237-78.4% | $12,309-71.5% |