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 | $283,898 | $198,466+43.0% | $170,442+66.6% | $147,584+92.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.40% | 257.29%-239.9pp | 205.93%-188.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $8,729 | $6,184+41.2% | $5,433+60.7% | $4,876+79.0% |
| Participant deferral / active EE | $3,855 | $5,629-31.5% | $4,939-22.0% | $5,439-29.1% |
| Admin fee / account holder | $2,233 | $16,852-86.7% | $13,880-83.9% | $10,885-79.5% |