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 | $396,911 | $159,934+148.2% | $147,005+170.0% | $145,959+171.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.10% | 98.24%-83.1pp | 418.76%-403.7pp | 561.95%-546.8pp |
| Employer contribution / active EE | $4,577 | $5,287-13.4% | $4,934-7.2% | $4,661-1.8% |
| Participant deferral / active EE | $11,494 | $8,427+36.4% | $8,070+42.4% | $6,689+71.8% |
| Admin fee / account holder | $5,130 | $15,053-65.9% | $13,006-60.6% | $13,398-61.7% |