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 8-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 | $270,967 | $156,846+72.8% | $121,098+123.8% | $139,434+94.3% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 10.79% | 1474.56%-1463.8pp | 985.75%-975.0pp | 372.94%-362.2pp |
| Employer contribution / active EE | $3,101 | $5,536-44.0% | $4,164-25.5% | $4,751-34.7% |
| Participant deferral / active EE | $7,630 | $4,844+57.5% | $4,080+87.0% | $6,710+13.7% |
| Admin fee / account holder | $9,721 | $6,946+40.0% | $5,644+72.2% | $11,403-14.8% |