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 | $273,662 | $82,882+230.2% | $127,761+114.2% | $72,985+275.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 104.71% | 32.20%+72.5pp | 26.14%+78.6pp | 81.00%+23.7pp |
| Employer contribution / active EE | $6,036 | $3,346+80.4% | $4,574+32.0% | $2,440+147.4% |
| Participant deferral / active EE | $5,772 | $4,791+20.5% | $6,021-4.1% | $3,607+60.0% |
| Admin fee / account holder | $10,242 | $6,487+57.9% | $9,395+9.0% | $5,124+99.9% |