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 | $407,297 | $226,064+80.2% | $182,532+123.1% | $152,861+166.4% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 26.89% | 192.51%-165.6pp | 148.54%-121.6pp | 345.32%-318.4pp |
| Employer contribution / active EE | $3,885 | $4,978-22.0% | $4,076-4.7% | $4,762-18.4% |
| Participant deferral / active EE | $12,048 | $6,368+89.2% | $5,524+118.1% | $5,850+105.9% |
| Admin fee / account holder | $1,204 | $10,703-88.8% | $8,592-86.0% | $11,596-89.6% |