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 | $264,393 | $183,963+43.7% | $162,163+63.0% | $152,861+73.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.40% | 150.76%-126.4pp | 115.59%-91.2pp | 345.32%-320.9pp |
| Employer contribution / active EE | $6,288 | $6,371-1.3% | $5,614+12.0% | $4,762+32.0% |
| Participant deferral / active EE | $9,759 | $8,034+21.5% | $7,298+33.7% | $5,850+66.8% |
| Admin fee / account holder | $5,993 | $13,121-54.3% | $10,843-44.7% | $11,596-48.3% |