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 | $333,251 | $198,466+67.9% | $170,442+95.5% | $147,584+125.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.44% | 257.29%-233.9pp | 205.93%-182.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $29,475 | $6,184+376.7% | $5,433+442.6% | $4,876+504.5% |
| Participant deferral / active EE | $18,000 | $5,629+219.7% | $4,939+264.4% | $5,439+231.0% |
| Admin fee / account holder | $3,057 | $16,852-81.9% | $13,880-78.0% | $10,885-71.9% |