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 | $553,039 | $159,901+245.9% | $146,958+276.3% | $145,922+279.0% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.2%-8.2pp | 80.3%-6.4pp |
| Annual return | 16.99% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $5,178 | $5,286-2.1% | $4,933+5.0% | $4,660+11.1% |
| Participant deferral / active EE | $12,128 | $8,428+43.9% | $8,070+50.3% | $6,688+81.3% |
| Admin fee / account holder | $86,442 | $15,044+474.6% | $12,998+565.0% | $13,397+545.2% |