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 | $267,564 | $198,466+34.8% | $170,442+57.0% | $147,584+81.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.17% | 257.29%-248.1pp | 205.93%-196.8pp | 578.55%-569.4pp |
| Employer contribution / active EE | $17,849 | $6,184+188.7% | $5,433+228.5% | $4,876+266.0% |
| Participant deferral / active EE | $10,640 | $5,629+89.0% | $4,939+115.4% | $5,439+95.6% |
| Admin fee / account holder | $1,615 | $16,852-90.4% | $13,880-88.4% | $10,885-85.2% |