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 | $336,742 | $209,411+60.8% | $178,490+88.7% | $158,922+111.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.94% | 188.75%-179.8pp | 151.07%-142.1pp | 302.83%-293.9pp |
| Employer contribution / active EE | $17,569 | $5,706+207.9% | $5,011+250.6% | $4,761+269.0% |
| Participant deferral / active EE | $10,901 | $5,954+83.1% | $5,202+109.6% | $5,982+82.2% |
| Admin fee / account holder | $12,377 | $17,074-27.5% | $13,984-11.5% | $11,246+10.1% |