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 | $463,668 | $183,963+152.0% | $162,163+185.9% | $152,861+203.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 31.27% | 150.76%-119.5pp | 115.59%-84.3pp | 345.32%-314.0pp |
| Employer contribution / active EE | $4,489 | $6,371-29.5% | $5,614-20.0% | $4,762-5.7% |
| Participant deferral / active EE | $17,144 | $8,034+113.4% | $7,298+134.9% | $5,850+193.0% |
| Admin fee / account holder | $20,995 | $13,121+60.0% | $10,843+93.6% | $11,596+81.1% |