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 | $315,339 | $209,832+50.3% | $189,513+66.4% | $167,490+88.3% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 12.89% | 748.27%-735.4pp | 555.15%-542.3pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,319 | $6,914-66.5% | $6,162-62.4% | $4,837-52.1% |
| Participant deferral / active EE | $8,538 | $8,935-4.4% | $8,221+3.9% | $6,341+34.6% |
| Admin fee / account holder | $3,331 | $14,293-76.7% | $12,045-72.3% | $12,309-72.9% |