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 | $251,848 | $209,832+20.0% | $189,513+32.9% | $167,490+50.4% |
| Participation rate | 76.9% | 88.7%-11.7pp | 87.8%-10.9pp | 82.1%-5.2pp |
| Annual return | 32.68% | 748.27%-715.6pp | 555.15%-522.5pp | 478.56%-445.9pp |
| Employer contribution / active EE | $6,631 | $6,914-4.1% | $6,162+7.6% | $4,837+37.1% |
| Participant deferral / active EE | $3,428 | $8,935-61.6% | $8,221-58.3% | $6,341-45.9% |
| Admin fee / account holder | $3,094 | $14,293-78.4% | $12,045-74.3% | $12,309-74.9% |