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 | $444,956 | $183,963+141.9% | $162,163+174.4% | $152,861+191.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.54% | 150.76%-130.2pp | 115.59%-95.1pp | 345.32%-324.8pp |
| Employer contribution / active EE | $5,943 | $6,371-6.7% | $5,614+5.9% | $4,762+24.8% |
| Participant deferral / active EE | $17,507 | $8,034+117.9% | $7,298+139.9% | $5,850+199.2% |
| Admin fee / account holder | $1,423 | $13,121-89.2% | $10,843-86.9% | $11,596-87.7% |