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 | $352,255 | $183,963+91.5% | $162,163+117.2% | $152,861+130.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 31.54% | 150.76%-119.2pp | 115.59%-84.1pp | 345.32%-313.8pp |
| Employer contribution / active EE | $4,036 | $6,371-36.6% | $5,614-28.1% | $4,762-15.3% |
| Participant deferral / active EE | $21,853 | $8,034+172.0% | $7,298+199.4% | $5,850+273.5% |
| Admin fee / account holder | $2,572 | $13,121-80.4% | $10,843-76.3% | $11,596-77.8% |