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 | $336,597 | $183,963+83.0% | $162,163+107.6% | $152,861+120.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.74% | 150.76%-122.0pp | 115.59%-86.8pp | 345.32%-316.6pp |
| Employer contribution / active EE | $16,725 | $6,371+162.5% | $5,614+197.9% | $4,762+251.2% |
| Participant deferral / active EE | $12,574 | $8,034+56.5% | $7,298+72.3% | $5,850+114.9% |
| Admin fee / account holder | $28,678 | $13,121+118.6% | $10,843+164.5% | $11,596+147.3% |