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 9-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 | $297,838 | $202,318+47.2% | $172,739+72.4% | $152,861+94.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 21.89% | 1029.65%-1007.8pp | 802.84%-780.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,190 | $5,856-45.5% | $5,143-38.0% | $4,762-33.0% |
| Participant deferral / active EE | $5,640 | $5,948-5.2% | $5,198+8.5% | $5,850-3.6% |
| Admin fee / account holder | $1,648 | $17,109-90.4% | $13,954-88.2% | $11,596-85.8% |