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 | $307,496 | $198,466+54.9% | $170,442+80.4% | $147,584+108.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.35% | 257.29%-237.9pp | 205.93%-186.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $12,078 | $6,184+95.3% | $5,433+122.3% | $4,876+147.7% |
| Participant deferral / active EE | $12,365 | $5,629+119.6% | $4,939+150.3% | $5,439+127.4% |
| Admin fee / account holder | $839 | $16,852-95.0% | $13,880-94.0% | $10,885-92.3% |