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 7-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 | $382,688 | $209,411+82.7% | $178,490+114.4% | $158,922+140.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.72% | 188.75%-178.0pp | 151.07%-140.4pp | 302.83%-292.1pp |
| Employer contribution / active EE | $11,438 | $5,706+100.4% | $5,011+128.3% | $4,761+140.2% |
| Participant deferral / active EE | $6,632 | $5,954+11.4% | $5,202+27.5% | $5,982+10.9% |
| Admin fee / account holder | $1,240 | $17,074-92.7% | $13,984-91.1% | $11,246-89.0% |