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 | $404,096 | $203,436+98.6% | $152,466+165.0% | $167,490+141.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 17.07% | 13.80%+3.3pp | 757.33%-740.3pp | 478.56%-461.5pp |
| Employer contribution / active EE | $4,707 | $5,220-9.8% | $4,327+8.8% | $4,837-2.7% |
| Participant deferral / active EE | $6,809 | $6,716+1.4% | $5,820+17.0% | $6,341+7.4% |
| Admin fee / account holder | $1,406 | $22,506-93.8% | $15,805-91.1% | $12,309-88.6% |