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 | $335,658 | $209,832+60.0% | $189,513+77.1% | $167,490+100.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.02% | 748.27%-728.3pp | 555.15%-535.1pp | 478.56%-458.5pp |
| Employer contribution / active EE | $4,734 | $6,914-31.5% | $6,162-23.2% | $4,837-2.1% |
| Participant deferral / active EE | $9,492 | $8,935+6.2% | $8,221+15.5% | $6,341+49.7% |
| Admin fee / account holder | $44,422 | $14,293+210.8% | $12,045+268.8% | $12,309+260.9% |