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 | $365,770 | $183,963+98.8% | $162,163+125.6% | $152,861+139.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.31% | 150.76%-123.4pp | 115.59%-88.3pp | 345.32%-318.0pp |
| Employer contribution / active EE | $5,703 | $6,371-10.5% | $5,614+1.6% | $4,762+19.8% |
| Participant deferral / active EE | $13,167 | $8,034+63.9% | $7,298+80.4% | $5,850+125.1% |
| Admin fee / account holder | $544 | $13,121-95.9% | $10,843-95.0% | $11,596-95.3% |