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 | $293,553 | $210,648+39.4% | $177,989+64.9% | $145,922+101.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.82% | 385.86%-377.0pp | 294.48%-285.7pp | 561.29%-552.5pp |
| Employer contribution / active EE | $4,196 | $4,565-8.1% | $3,949+6.3% | $4,660-9.9% |
| Participant deferral / active EE | $18,602 | $6,958+167.4% | $6,276+196.4% | $6,688+178.2% |
| Admin fee / account holder | $143,815 | $12,013+1097.2% | $10,363+1287.7% | $13,397+973.5% |