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 | $422,529 | $183,963+129.7% | $162,163+160.6% | $152,861+176.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.30% | 150.76%-122.5pp | 115.59%-87.3pp | 345.32%-317.0pp |
| Employer contribution / active EE | $2,376 | $6,371-62.7% | $5,614-57.7% | $4,762-50.1% |
| Participant deferral / active EE | $3,780 | $8,034-52.9% | $7,298-48.2% | $5,850-35.4% |
| Admin fee / account holder | $19,709 | $13,121+50.2% | $10,843+81.8% | $11,596+70.0% |