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 | $438,071 | $217,402+101.5% | $185,823+135.7% | $167,490+161.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.40% | 148.36%-129.0pp | 122.05%-102.7pp | 478.56%-459.2pp |
| Employer contribution / active EE | $15,644 | $5,873+166.4% | $5,167+202.8% | $4,837+223.4% |
| Participant deferral / active EE | $9,457 | $6,356+48.8% | $5,568+69.9% | $6,341+49.1% |
| Admin fee / account holder | $12,715 | $19,811-35.8% | $16,237-21.7% | $12,309+3.3% |