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 6-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 | $252,934 | $214,378+18.0% | $200,582+26.1% | $142,382+77.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 235.19% | 46.41%+188.8pp | 42.33%+192.9pp | 217.08%+18.1pp |
| Employer contribution / active EE | $5,346 | $6,841-21.9% | $6,419-16.7% | $4,299+24.4% |
| Participant deferral / active EE | $16,508 | $9,865+67.3% | $9,331+76.9% | $6,507+153.7% |
| Admin fee / account holder | $3,196 | $17,692-81.9% | $16,305-80.4% | $12,624-74.7% |