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 | $280,620 | $156,846+78.9% | $121,098+131.7% | $139,434+101.3% |
| Participation rate | 87.0% | 76.4%+10.5pp | 69.5%+17.5pp | 80.3%+6.6pp |
| Annual return | 15.87% | 1474.56%-1458.7pp | 985.75%-969.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,078 | $5,536-80.5% | $4,164-74.1% | $4,751-77.3% |
| Participant deferral / active EE | $8,602 | $4,844+77.6% | $4,080+110.8% | $6,710+28.2% |
| Admin fee / account holder | $55,794 | $6,946+703.3% | $5,644+888.5% | $11,403+389.3% |