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 | $390,461 | $198,466+96.7% | $170,442+129.1% | $147,584+164.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.03% | 257.29%-248.3pp | 205.93%-196.9pp | 578.55%-569.5pp |
| Employer contribution / active EE | $4,128 | $6,184-33.2% | $5,433-24.0% | $4,876-15.4% |
| Participant deferral / active EE | $10,736 | $5,629+90.7% | $4,939+117.4% | $5,439+97.4% |
| Admin fee / account holder | $569 | $16,852-96.6% | $13,880-95.9% | $10,885-94.8% |