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 | $361,045 | $159,602+126.2% | $150,045+140.6% | $142,382+153.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.20% | 70.24%-50.0pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $27,077 | $4,961+445.8% | $4,693+476.9% | $4,299+529.8% |
| Participant deferral / active EE | $11,370 | $8,310+36.8% | $7,997+42.2% | $6,507+74.7% |
| Admin fee / account holder | $656,268 | $14,846+4320.4% | $13,435+4784.8% | $12,624+5098.7% |