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 | $261,523 | $209,832+24.6% | $189,513+38.0% | $167,490+56.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.34% | 748.27%-731.9pp | 555.15%-538.8pp | 478.56%-462.2pp |
| Employer contribution / active EE | $8,312 | $6,914+20.2% | $6,162+34.9% | $4,837+71.8% |
| Participant deferral / active EE | $15,283 | $8,935+71.0% | $8,221+85.9% | $6,341+141.0% |
| Admin fee / account holder | $8,203 | $14,293-42.6% | $12,045-31.9% | $12,309-33.4% |