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 7-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 | $453,571 | $183,963+146.6% | $162,163+179.7% | $152,861+196.7% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 21.61% | 150.76%-129.2pp | 115.59%-94.0pp | 345.32%-323.7pp |
| Employer contribution / active EE | $9,927 | $6,371+55.8% | $5,614+76.8% | $4,762+108.5% |
| Participant deferral / active EE | $13,447 | $8,034+67.4% | $7,298+84.3% | $5,850+129.9% |
| Admin fee / account holder | $1,876 | $13,121-85.7% | $10,843-82.7% | $11,596-83.8% |