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 | $386,356 | $179,726+115.0% | $156,263+147.2% | $142,382+171.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 98.94% | 77.86%+21.1pp | 59.47%+39.5pp | 217.08%-118.1pp |
| Employer contribution / active EE | $15,006 | $5,069+196.0% | $4,333+246.3% | $4,299+249.0% |
| Participant deferral / active EE | $14,720 | $6,956+111.6% | $6,158+139.0% | $6,507+126.2% |
| Admin fee / account holder | $2,419 | $17,272-86.0% | $14,255-83.0% | $12,624-80.8% |