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 | $277,233 | $138,044+100.8% | $125,339+121.2% | $134,475+106.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 9.43% | 750.33%-740.9pp | 572.05%-562.6pp | 417.96%-408.5pp |
| Employer contribution / active EE | $13,530 | $5,243+158.0% | $4,814+181.1% | $4,740+185.5% |
| Participant deferral / active EE | $10,331 | $7,799+32.5% | $7,446+38.7% | $6,400+61.4% |
| Admin fee / account holder | $1,724 | $11,571-85.1% | $10,010-82.8% | $11,426-84.9% |