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 9-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 | $284,899 | $202,318+40.8% | $172,739+64.9% | $152,861+86.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 24.68% | 1029.65%-1005.0pp | 802.84%-778.2pp | 345.32%-320.6pp |
| Employer contribution / active EE | $10,918 | $5,856+86.4% | $5,143+112.3% | $4,762+129.2% |
| Participant deferral / active EE | $8,050 | $5,948+35.3% | $5,198+54.9% | $5,850+37.6% |
| Admin fee / account holder | $585 | $17,109-96.6% | $13,954-95.8% | $11,596-95.0% |