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 | $311,594 | $175,202+77.8% | $149,673+108.2% | $139,434+123.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.25% | 166.71%-146.5pp | 134.42%-114.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $12,817 | $5,474+134.1% | $4,818+166.0% | $4,751+169.8% |
| Participant deferral / active EE | $7,042 | $6,519+8.0% | $5,680+24.0% | $6,710+4.9% |
| Admin fee / account holder | $2,745 | $16,150-83.0% | $13,210-79.2% | $11,403-75.9% |