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 5-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 | $349,028 | $210,648+65.7% | $177,989+96.1% | $145,922+139.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.93% | 385.86%-376.9pp | 294.48%-285.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $17,411 | $4,565+281.4% | $3,949+340.9% | $4,660+273.7% |
| Participant deferral / active EE | $16,050 | $6,958+130.7% | $6,276+155.7% | $6,688+140.0% |
| Admin fee / account holder | $3,481 | $12,013-71.0% | $10,363-66.4% | $13,397-74.0% |