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 | $463,690 | $175,202+164.7% | $149,673+209.8% | $139,434+232.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.19% | 166.71%-153.5pp | 134.42%-121.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $8,602 | $5,474+57.1% | $4,818+78.5% | $4,751+81.1% |
| Participant deferral / active EE | $9,537 | $6,519+46.3% | $5,680+67.9% | $6,710+42.1% |
| Admin fee / account holder | $333 | $16,150-97.9% | $13,210-97.5% | $11,403-97.1% |