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 | $275,786 | $183,963+49.9% | $162,163+70.1% | $152,861+80.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.34% | 150.76%-123.4pp | 115.59%-88.3pp | 345.32%-318.0pp |
| Employer contribution / active EE | $13,235 | $6,371+107.7% | $5,614+135.8% | $4,762+177.9% |
| Participant deferral / active EE | $10,490 | $8,034+30.6% | $7,298+43.7% | $5,850+79.3% |
| Admin fee / account holder | $427 | $13,121-96.7% | $10,843-96.1% | $11,596-96.3% |