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 | $274,953 | $90,348+204.3% | $75,972+261.9% | $145,922+88.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.39% | 620.88%-611.5pp | 359.55%-350.2pp | 561.29%-551.9pp |
| Employer contribution / active EE | $5,800 | $3,311+75.2% | $2,685+116.0% | $4,660+24.5% |
| Participant deferral / active EE | $7,872 | $5,162+52.5% | $4,255+85.0% | $6,688+17.7% |
| Admin fee / account holder | $2,784 | $8,467-67.1% | $6,467-56.9% | $13,397-79.2% |