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 | $521,575 | $159,901+226.2% | $146,958+254.9% | $145,922+257.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 18.54% | 98.13%-79.6pp | 418.34%-399.8pp | 561.29%-542.7pp |
| Employer contribution / active EE | $14,135 | $5,286+167.4% | $4,933+186.6% | $4,660+203.4% |
| Participant deferral / active EE | $16,221 | $8,428+92.5% | $8,070+101.0% | $6,688+142.6% |
| Admin fee / account holder | $29,523 | $15,044+96.2% | $12,998+127.1% | $13,397+120.4% |