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 | $298,240 | $183,963+62.1% | $162,163+83.9% | $152,861+95.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.61% | 150.76%-135.2pp | 115.59%-100.0pp | 345.32%-329.7pp |
| Employer contribution / active EE | $21,838 | $6,371+242.8% | $5,614+289.0% | $4,762+358.6% |
| Participant deferral / active EE | $8,333 | $8,034+3.7% | $7,298+14.2% | $5,850+42.4% |
| Admin fee / account holder | $1,352 | $13,121-89.7% | $10,843-87.5% | $11,596-88.3% |