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 | $279,629 | $144,119+94.0% | $117,854+137.3% | $147,584+89.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.20% | 531.15%-513.9pp | 335.08%-317.9pp | 578.55%-561.3pp |
| Employer contribution / active EE | $4,638 | $4,896-5.3% | $3,786+22.5% | $4,876-4.9% |
| Participant deferral / active EE | $8,914 | $5,316+67.7% | $4,482+98.9% | $5,439+63.9% |
| Admin fee / account holder | $140,584 | $10,886+1191.5% | $8,020+1652.9% | $10,885+1191.5% |