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 | $254,040 | $144,119+76.3% | $117,854+115.6% | $147,584+72.1% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 12.72% | 531.15%-518.4pp | 335.08%-322.4pp | 578.55%-565.8pp |
| Employer contribution / active EE | $13,381 | $4,896+173.3% | $3,786+253.4% | $4,876+174.4% |
| Participant deferral / active EE | $5,495 | $5,316+3.4% | $4,482+22.6% | $5,439+1.0% |
| Admin fee / account holder | $1,834 | $10,886-83.2% | $8,020-77.1% | $10,885-83.1% |