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 | $468,962 | $183,592+155.4% | $155,567+201.5% | $145,959+221.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.66% | 61.24%-49.6pp | 64.74%-53.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $13,184 | $5,315+148.1% | $4,674+182.1% | $4,661+182.9% |
| Participant deferral / active EE | $17,050 | $6,464+163.8% | $5,628+203.0% | $6,689+154.9% |
| Admin fee / account holder | $1,415 | $19,318-92.7% | $15,916-91.1% | $13,398-89.4% |