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 | $311,542 | $183,963+69.4% | $162,163+92.1% | $152,861+103.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.72% | 150.76%-129.0pp | 115.59%-93.9pp | 345.32%-323.6pp |
| Employer contribution / active EE | $17,254 | $6,371+170.8% | $5,614+207.4% | $4,762+262.3% |
| Participant deferral / active EE | $11,076 | $8,034+37.9% | $7,298+51.8% | $5,850+89.3% |
| Admin fee / account holder | $93,535 | $13,121+612.8% | $10,843+762.7% | $11,596+706.6% |