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 | $501,124 | $183,963+172.4% | $162,163+209.0% | $152,861+227.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.00% | 150.76%-136.8pp | 115.59%-101.6pp | 345.32%-331.3pp |
| Employer contribution / active EE | $10,482 | $6,371+64.5% | $5,614+86.7% | $4,762+120.1% |
| Participant deferral / active EE | $5,138 | $8,034-36.1% | $7,298-29.6% | $5,850-12.2% |
| Admin fee / account holder | $13,360 | $13,121+1.8% | $10,843+23.2% | $11,596+15.2% |