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 | $361,031 | $183,963+96.3% | $162,163+122.6% | $152,861+136.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 15.78% | 150.76%-135.0pp | 115.59%-99.8pp | 345.32%-329.5pp |
| Employer contribution / active EE | $2,602 | $6,371-59.2% | $5,614-53.7% | $4,762-45.4% |
| Participant deferral / active EE | $7,648 | $8,034-4.8% | $7,298+4.8% | $5,850+30.7% |
| Admin fee / account holder | $741 | $13,121-94.4% | $10,843-93.2% | $11,596-93.6% |