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 | $390,037 | $209,411+86.3% | $178,490+118.5% | $158,922+145.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 117.86% | 188.75%-70.9pp | 151.07%-33.2pp | 302.83%-185.0pp |
| Employer contribution / active EE | $3,868 | $5,706-32.2% | $5,011-22.8% | $4,761-18.8% |
| Participant deferral / active EE | $3,655 | $5,954-38.6% | $5,202-29.7% | $5,982-38.9% |
| Admin fee / account holder | $1,900 | $17,074-88.9% | $13,984-86.4% | $11,246-83.1% |