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 | $297,101 | $175,202+69.6% | $149,673+98.5% | $139,434+113.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.66% | 166.71%-156.0pp | 134.42%-123.8pp | 372.94%-362.3pp |
| Employer contribution / active EE | $12,958 | $5,474+136.7% | $4,818+169.0% | $4,751+172.7% |
| Participant deferral / active EE | $9,450 | $6,519+45.0% | $5,680+66.4% | $6,710+40.8% |
| Admin fee / account holder | $19,891 | $16,150+23.2% | $13,210+50.6% | $11,403+74.4% |