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 | $283,536 | $133,922+111.7% | $116,228+143.9% | $142,382+99.1% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 19.56% | 147.76%-128.2pp | 90.06%-70.5pp | 217.08%-197.5pp |
| Employer contribution / active EE | $5,444 | $3,446+58.0% | $2,994+81.8% | $4,299+26.6% |
| Participant deferral / active EE | $10,094 | $5,672+78.0% | $4,953+103.8% | $6,507+55.1% |
| Admin fee / account holder | $1,807 | $14,945-87.9% | $11,989-84.9% | $12,624-85.7% |