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 | $292,430 | $209,832+39.4% | $189,513+54.3% | $167,490+74.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.50% | 748.27%-728.8pp | 555.15%-535.7pp | 478.56%-459.1pp |
| Employer contribution / active EE | $17,594 | $6,914+154.5% | $6,162+185.5% | $4,837+263.7% |
| Participant deferral / active EE | $13,606 | $8,935+52.3% | $8,221+65.5% | $6,341+114.6% |
| Admin fee / account holder | $4,842 | $14,293-66.1% | $12,045-59.8% | $12,309-60.7% |