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 | $256,231 | $183,963+39.3% | $162,163+58.0% | $152,861+67.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.44% | 150.76%-122.3pp | 115.59%-87.2pp | 345.32%-316.9pp |
| Employer contribution / active EE | $1,556 | $6,371-75.6% | $5,614-72.3% | $4,762-67.3% |
| Participant deferral / active EE | $3,889 | $8,034-51.6% | $7,298-46.7% | $5,850-33.5% |
| Admin fee / account holder | $1,361 | $13,121-89.6% | $10,843-87.4% | $11,596-88.3% |