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 | $286,179 | $203,436+40.7% | $152,466+87.7% | $167,490+70.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 13.25% | 13.80%-0.5pp | 757.33%-744.1pp | 478.56%-465.3pp |
| Employer contribution / active EE | $6,860 | $5,220+31.4% | $4,327+58.5% | $4,837+41.8% |
| Participant deferral / active EE | $12,421 | $6,716+84.9% | $5,820+113.4% | $6,341+95.9% |
| Admin fee / account holder | $988 | $22,506-95.6% | $15,805-93.8% | $12,309-92.0% |