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 | $436,922 | $198,466+120.1% | $170,442+156.3% | $147,584+196.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.18% | 257.29%-242.1pp | 205.93%-190.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,988 | $6,184-51.7% | $5,433-45.0% | $4,876-38.7% |
| Participant deferral / active EE | $12,575 | $5,629+123.4% | $4,939+154.6% | $5,439+131.2% |
| Admin fee / account holder | $26,418 | $16,852+56.8% | $13,880+90.3% | $10,885+142.7% |