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 6-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 | $263,596 | $209,832+25.6% | $189,513+39.1% | $167,490+57.4% |
| Participation rate | 93.3% | 88.7%+4.7pp | 87.8%+5.5pp | 82.1%+11.2pp |
| Annual return | 38.55% | 748.27%-709.7pp | 555.15%-516.6pp | 478.56%-440.0pp |
| Employer contribution / active EE | $4,294 | $6,914-37.9% | $6,162-30.3% | $4,837-11.2% |
| Participant deferral / active EE | $12,647 | $8,935+41.5% | $8,221+53.8% | $6,341+99.4% |
| Admin fee / account holder | $51,248 | $14,293+258.5% | $12,045+325.5% | $12,309+316.3% |