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 | $272,795 | $183,963+48.3% | $162,163+68.2% | $152,861+78.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.92% | 150.76%-124.8pp | 115.59%-89.7pp | 345.32%-319.4pp |
| Employer contribution / active EE | $22,000 | $6,371+245.3% | $5,614+291.9% | $4,762+362.0% |
| Participant deferral / active EE | $12,500 | $8,034+55.6% | $7,298+71.3% | $5,850+113.7% |
| Admin fee / account holder | $14,593 | $13,121+11.2% | $10,843+34.6% | $11,596+25.8% |