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 | $254,407 | $202,318+25.7% | $172,739+47.3% | $152,861+66.4% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 29.66% | 1029.65%-1000.0pp | 802.84%-773.2pp | 345.32%-315.7pp |
| Employer contribution / active EE | $3,294 | $5,856-43.7% | $5,143-35.9% | $4,762-30.8% |
| Participant deferral / active EE | $9,135 | $5,948+53.6% | $5,198+75.7% | $5,850+56.1% |
| Admin fee / account holder | $19,573 | $17,109+14.4% | $13,954+40.3% | $11,596+68.8% |