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 | $332,328 | $165,984+100.2% | $164,813+101.6% | $145,922+127.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 11.82% | 100.03%-88.2pp | 69.93%-58.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $6,163 | $5,273+16.9% | $4,341+42.0% | $4,660+32.3% |
| Participant deferral / active EE | $13,128 | $6,959+88.6% | $6,031+117.7% | $6,688+96.3% |
| Admin fee / account holder | $356 | $16,648-97.9% | $12,690-97.2% | $13,397-97.3% |