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 | $308,340 | $209,411+47.2% | $178,490+72.7% | $158,922+94.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.63% | 188.75%-182.1pp | 151.07%-144.4pp | 302.83%-296.2pp |
| Employer contribution / active EE | $5,273 | $5,706-7.6% | $5,011+5.2% | $4,761+10.7% |
| Participant deferral / active EE | $7,016 | $5,954+17.8% | $5,202+34.9% | $5,982+17.3% |
| Admin fee / account holder | $300,095 | $17,074+1657.6% | $13,984+2046.0% | $11,246+2568.5% |