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 | $463,906 | $183,963+152.2% | $162,163+186.1% | $152,861+203.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.32% | 150.76%-133.4pp | 115.59%-98.3pp | 345.32%-328.0pp |
| Employer contribution / active EE | $11,126 | $6,371+74.6% | $5,614+98.2% | $4,762+133.6% |
| Participant deferral / active EE | $4,076 | $8,034-49.3% | $7,298-44.1% | $5,850-30.3% |
| Admin fee / account holder | $4,255 | $13,121-67.6% | $10,843-60.8% | $11,596-63.3% |