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 | $563,474 | $159,901+252.4% | $146,958+283.4% | $145,922+286.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.99% | 98.13%-69.1pp | 418.34%-389.3pp | 561.29%-532.3pp |
| Employer contribution / active EE | $8,396 | $5,286+58.8% | $4,933+70.2% | $4,660+80.2% |
| Participant deferral / active EE | $4,254 | $8,428-49.5% | $8,070-47.3% | $6,688-36.4% |
| Admin fee / account holder | $8,745 | $15,044-41.9% | $12,998-32.7% | $13,397-34.7% |