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 8-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 | $263,828 | $209,411+26.0% | $178,490+47.8% | $158,922+66.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.51% | 188.75%-174.2pp | 151.07%-136.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $8,810 | $5,706+54.4% | $5,011+75.8% | $4,761+85.0% |
| Participant deferral / active EE | $13,011 | $5,954+118.5% | $5,202+150.1% | $5,982+117.5% |
| Admin fee / account holder | $18,403 | $17,074+7.8% | $13,984+31.6% | $11,246+63.6% |