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 | $267,757 | $160,055+67.3% | $140,016+91.2% | $135,375+97.8% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | 6.14% | 911.38%-905.2pp | 651.12%-645.0pp | 519.73%-513.6pp |
| Employer contribution / active EE | $8,179 | $6,420+27.4% | $5,606+45.9% | $4,779+71.2% |
| Participant deferral / active EE | $14,816 | $7,642+93.9% | $6,927+113.9% | $5,609+164.2% |
| Admin fee / account holder | $359 | $13,328-97.3% | $10,705-96.6% | $10,827-96.7% |