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 | $342,625 | $183,963+86.2% | $162,163+111.3% | $152,861+124.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.91% | 150.76%-123.9pp | 115.59%-88.7pp | 345.32%-318.4pp |
| Employer contribution / active EE | $5,432 | $6,371-14.7% | $5,614-3.2% | $4,762+14.1% |
| Participant deferral / active EE | $5,831 | $8,034-27.4% | $7,298-20.1% | $5,850-0.3% |
| Admin fee / account holder | $14,401 | $13,121+9.7% | $10,843+32.8% | $11,596+24.2% |