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 | $285,778 | $150,187+90.3% | $120,354+137.4% | $145,922+95.8% |
| Participation rate | 92.3% | 78.8%+13.6pp | 71.9%+20.4pp | 80.3%+12.0pp |
| Annual return | 9.33% | 154.07%-144.7pp | 107.15%-97.8pp | 561.29%-552.0pp |
| Employer contribution / active EE | $11,709 | $4,348+169.3% | $3,463+238.1% | $4,660+151.3% |
| Participant deferral / active EE | $9,305 | $6,173+50.7% | $4,991+86.4% | $6,688+39.1% |
| Admin fee / account holder | $1,530 | $12,207-87.5% | $9,423-83.8% | $13,397-88.6% |