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 | $381,675 | $226,064+68.8% | $182,532+109.1% | $152,861+149.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 13.76% | 192.51%-178.7pp | 148.54%-134.8pp | 345.32%-331.6pp |
| Employer contribution / active EE | $3,580 | $4,978-28.1% | $4,076-12.2% | $4,762-24.8% |
| Participant deferral / active EE | $12,250 | $6,368+92.4% | $5,524+121.7% | $5,850+109.4% |
| Admin fee / account holder | $1,233 | $10,703-88.5% | $8,592-85.6% | $11,596-89.4% |