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 | $312,822 | $198,466+57.6% | $170,442+83.5% | $147,584+112.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.94% | 257.29%-236.4pp | 205.93%-185.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $11,389 | $6,184+84.2% | $5,433+109.6% | $4,876+133.6% |
| Participant deferral / active EE | $4,657 | $5,629-17.3% | $4,939-5.7% | $5,439-14.4% |
| Admin fee / account holder | $5,049 | $16,852-70.0% | $13,880-63.6% | $10,885-53.6% |