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 | $402,926 | $217,402+85.3% | $185,823+116.8% | $167,490+140.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.20% | 148.36%-128.2pp | 122.05%-101.8pp | 478.56%-458.4pp |
| Employer contribution / active EE | $7,283 | $5,873+24.0% | $5,167+40.9% | $4,837+50.5% |
| Participant deferral / active EE | $2,786 | $6,356-56.2% | $5,568-50.0% | $6,341-56.1% |
| Admin fee / account holder | $1,640 | $19,811-91.7% | $16,237-89.9% | $12,309-86.7% |