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 | $251,693 | $198,466+26.8% | $170,442+47.7% | $147,584+70.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.06% | 257.29%-244.2pp | 205.93%-192.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $7,233 | $6,184+17.0% | $5,433+33.1% | $4,876+48.3% |
| Participant deferral / active EE | $6,775 | $5,629+20.4% | $4,939+37.2% | $5,439+24.6% |
| Admin fee / account holder | $33,104 | $16,852+96.4% | $13,880+138.5% | $10,885+204.1% |