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 | $302,340 | $169,032+78.9% | $129,207+134.0% | $145,922+107.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.50% | 14330.11%-14319.6pp | 9417.33%-9406.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $5,385 | $5,537-2.7% | $4,153+29.6% | $4,660+15.6% |
| Participant deferral / active EE | $7,938 | $4,987+59.2% | $4,168+90.5% | $6,688+18.7% |
| Admin fee / account holder | $16,492 | $9,954+65.7% | $7,715+113.8% | $13,397+23.1% |