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 | $421,101 | $185,822+126.6% | $169,993+147.7% | $139,434+202.0% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 21.00% | 60.50%-39.5pp | 53.37%-32.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $18,504 | $7,590+143.8% | $6,785+172.7% | $4,751+289.5% |
| Participant deferral / active EE | $11,784 | $11,622+1.4% | $10,408+13.2% | $6,710+75.6% |
| Admin fee / account holder | $49,504 | $15,381+221.9% | $12,815+286.3% | $11,403+334.1% |