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 | $260,477 | $175,202+48.7% | $149,673+74.0% | $139,434+86.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.97% | 166.71%-149.7pp | 134.42%-117.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $7,300 | $5,474+33.3% | $4,818+51.5% | $4,751+53.6% |
| Participant deferral / active EE | $6,251 | $6,519-4.1% | $5,680+10.1% | $6,710-6.8% |
| Admin fee / account holder | $1,224 | $16,150-92.4% | $13,210-90.7% | $11,403-89.3% |