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 | $515,751 | $209,411+146.3% | $178,490+189.0% | $158,922+224.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.66% | 188.75%-178.1pp | 151.07%-140.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $6,000 | $5,706+5.1% | $5,011+19.7% | $4,761+26.0% |
| Participant deferral / active EE | $5,320 | $5,954-10.7% | $5,202+2.3% | $5,982-11.1% |
| Admin fee / account holder | $4,043 | $17,074-76.3% | $13,984-71.1% | $11,246-64.0% |