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 | $252,411 | $209,832+20.3% | $189,513+33.2% | $167,490+50.7% |
| Participation rate | 72.7% | 88.7%-15.9pp | 87.8%-15.1pp | 82.1%-9.4pp |
| Annual return | 42.53% | 748.27%-705.7pp | 555.15%-512.6pp | 478.56%-436.0pp |
| Employer contribution / active EE | $2,863 | $6,914-58.6% | $6,162-53.5% | $4,837-40.8% |
| Participant deferral / active EE | $9,857 | $8,935+10.3% | $8,221+19.9% | $6,341+55.4% |
| Admin fee / account holder | $6,149 | $14,293-57.0% | $12,045-48.9% | $12,309-50.0% |