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 | $297,504 | $210,648+41.2% | $177,989+67.1% | $145,922+103.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.21% | 385.86%-367.6pp | 294.48%-276.3pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,545 | $4,565-22.3% | $3,949-10.2% | $4,660-23.9% |
| Participant deferral / active EE | $15,550 | $6,958+123.5% | $6,276+147.8% | $6,688+132.5% |
| Admin fee / account holder | $3,261 | $12,013-72.9% | $10,363-68.5% | $13,397-75.7% |