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 | $450,383 | $198,466+126.9% | $170,442+164.2% | $147,584+205.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.70% | 257.29%-232.6pp | 205.93%-181.2pp | 578.55%-553.8pp |
| Employer contribution / active EE | $16,417 | $6,184+165.5% | $5,433+202.2% | $4,876+236.7% |
| Participant deferral / active EE | $8,543 | $5,629+51.8% | $4,939+73.0% | $5,439+57.1% |
| Admin fee / account holder | $11,614 | $16,852-31.1% | $13,880-16.3% | $10,885+6.7% |