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 | $277,442 | $198,466+39.8% | $170,442+62.8% | $147,584+88.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.68% | 257.29%-230.6pp | 205.93%-179.2pp | 578.55%-551.9pp |
| Employer contribution / active EE | $1,590 | $6,184-74.3% | $5,433-70.7% | $4,876-67.4% |
| Participant deferral / active EE | $5,581 | $5,629-0.9% | $4,939+13.0% | $5,439+2.6% |
| Admin fee / account holder | $3,724 | $16,852-77.9% | $13,880-73.2% | $10,885-65.8% |