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 7-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 | $289,126 | $217,402+33.0% | $185,823+55.6% | $167,490+72.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.66% | 148.36%-138.7pp | 122.05%-112.4pp | 478.56%-468.9pp |
| Employer contribution / active EE | $12,240 | $5,873+108.4% | $5,167+136.9% | $4,837+153.0% |
| Participant deferral / active EE | $2,714 | $6,356-57.3% | $5,568-51.3% | $6,341-57.2% |
| Admin fee / account holder | $33,978 | $19,811+71.5% | $16,237+109.3% | $12,309+176.0% |