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 | $270,571 | $210,648+28.4% | $177,989+52.0% | $145,922+85.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.39% | 385.86%-369.5pp | 294.48%-278.1pp | 561.29%-544.9pp |
| Employer contribution / active EE | $4,296 | $4,565-5.9% | $3,949+8.8% | $4,660-7.8% |
| Participant deferral / active EE | $13,254 | $6,958+90.5% | $6,276+111.2% | $6,688+98.2% |
| Admin fee / account holder | $5,350 | $12,013-55.5% | $10,363-48.4% | $13,397-60.1% |