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 | $250,243 | $175,202+42.8% | $149,673+67.2% | $139,434+79.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.68% | 166.71%-143.0pp | 134.42%-110.7pp | 372.94%-349.3pp |
| Employer contribution / active EE | $12,593 | $5,474+130.0% | $4,818+161.4% | $4,751+165.1% |
| Participant deferral / active EE | $7,894 | $6,519+21.1% | $5,680+39.0% | $6,710+17.6% |
| Admin fee / account holder | $64,191 | $16,150+297.5% | $13,210+385.9% | $11,403+463.0% |