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 | $358,330 | $183,963+94.8% | $162,163+121.0% | $152,861+134.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.84% | 150.76%-130.9pp | 115.59%-95.8pp | 345.32%-325.5pp |
| Employer contribution / active EE | $5,838 | $6,371-8.4% | $5,614+4.0% | $4,762+22.6% |
| Participant deferral / active EE | $11,464 | $8,034+42.7% | $7,298+57.1% | $5,850+96.0% |
| Admin fee / account holder | $11,757 | $13,121-10.4% | $10,843+8.4% | $11,596+1.4% |