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 | $250,819 | $198,466+26.4% | $170,442+47.2% | $147,584+70.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.20% | 257.29%-245.1pp | 205.93%-193.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $13,348 | $6,184+115.9% | $5,433+145.7% | $4,876+173.7% |
| Participant deferral / active EE | $6,548 | $5,629+16.3% | $4,939+32.6% | $5,439+20.4% |
| Admin fee / account holder | $2,707 | $16,852-83.9% | $13,880-80.5% | $10,885-75.1% |