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 | $382,600 | $175,202+118.4% | $149,673+155.6% | $139,434+174.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 32.45% | 166.71%-134.3pp | 134.42%-102.0pp | 372.94%-340.5pp |
| Employer contribution / active EE | $26,571 | $5,474+385.4% | $4,818+451.5% | $4,751+459.3% |
| Participant deferral / active EE | $27,250 | $6,519+318.0% | $5,680+379.8% | $6,710+306.1% |
| Admin fee / account holder | $39,401 | $16,150+144.0% | $13,210+198.3% | $11,403+245.5% |