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 | $366,167 | $176,056+108.0% | $159,436+129.7% | $167,490+118.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.66% | 331.75%-316.1pp | 263.57%-247.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $8,607 | $5,297+62.5% | $4,829+78.2% | $4,837+77.9% |
| Participant deferral / active EE | $2,797 | $7,750-63.9% | $7,352-62.0% | $6,341-55.9% |
| Admin fee / account holder | $33,183 | $12,554+164.3% | $10,799+207.3% | $12,309+169.6% |