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 | $290,127 | $183,963+57.7% | $162,163+78.9% | $152,861+89.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.02% | 150.76%-134.7pp | 115.59%-99.6pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,667 | $6,371-73.8% | $5,614-70.3% | $4,762-65.0% |
| Participant deferral / active EE | $4,972 | $8,034-38.1% | $7,298-31.9% | $5,850-15.0% |
| Admin fee / account holder | $2,705 | $13,121-79.4% | $10,843-75.1% | $11,596-76.7% |