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 | $273,792 | $159,901+71.2% | $146,958+86.3% | $145,922+87.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 9.76% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $23,444 | $5,286+343.5% | $4,933+375.3% | $4,660+403.1% |
| Participant deferral / active EE | $18,313 | $8,428+117.3% | $8,070+126.9% | $6,688+173.8% |
| Admin fee / account holder | $3,235 | $15,044-78.5% | $12,998-75.1% | $13,397-75.9% |