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 | $338,140 | $159,934+111.4% | $147,005+130.0% | $145,959+131.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.28% | 98.24%-69.0pp | 418.76%-389.5pp | 561.95%-532.7pp |
| Employer contribution / active EE | $6,432 | $5,287+21.6% | $4,934+30.4% | $4,661+38.0% |
| Participant deferral / active EE | $17,328 | $8,427+105.6% | $8,070+114.7% | $6,689+159.1% |
| Admin fee / account holder | $2,432 | $15,053-83.8% | $13,006-81.3% | $13,398-81.8% |