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 | $258,303 | $126,574+104.1% | $106,213+143.2% | $145,922+77.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.22% | 224.79%-208.6pp | 116.14%-99.9pp | 561.29%-545.1pp |
| Employer contribution / active EE | $5,828 | $3,730+56.2% | $3,171+83.8% | $4,660+25.1% |
| Participant deferral / active EE | $7,989 | $5,724+39.6% | $5,016+59.3% | $6,688+19.5% |
| Admin fee / account holder | $1,969 | $17,304-88.6% | $11,033-82.2% | $13,397-85.3% |