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 | $380,088 | $144,119+163.7% | $117,854+222.5% | $147,584+157.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.58% | 531.15%-508.6pp | 335.08%-312.5pp | 578.55%-556.0pp |
| Employer contribution / active EE | $4,140 | $4,896-15.5% | $3,786+9.3% | $4,876-15.1% |
| Participant deferral / active EE | $10,268 | $5,316+93.2% | $4,482+129.1% | $5,439+88.8% |
| Admin fee / account holder | $17,671 | $10,886+62.3% | $8,020+120.3% | $10,885+62.3% |