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 | $258,003 | $105,998+143.4% | $92,233+179.7% | $147,584+74.8% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.5%+19.0pp | 82.8%+12.6pp |
| Annual return | 14.72% | 50.05%-35.3pp | 176.28%-161.6pp | 578.55%-563.8pp |
| Employer contribution / active EE | $8,284 | $4,333+91.2% | $3,679+125.1% | $4,876+69.9% |
| Participant deferral / active EE | $7,664 | $4,478+71.1% | $3,897+96.7% | $5,439+40.9% |
| Admin fee / account holder | $5,639 | $6,332-11.0% | $5,194+8.6% | $10,885-48.2% |