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 | $314,756 | $198,466+58.6% | $170,442+84.7% | $147,584+113.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.40% | 257.29%-230.9pp | 205.93%-179.5pp | 578.55%-552.1pp |
| Employer contribution / active EE | $2,727 | $6,184-55.9% | $5,433-49.8% | $4,876-44.1% |
| Participant deferral / active EE | $6,407 | $5,629+13.8% | $4,939+29.7% | $5,439+17.8% |
| Admin fee / account holder | $3,876 | $16,852-77.0% | $13,880-72.1% | $10,885-64.4% |