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 | $365,338 | $217,402+68.0% | $185,823+96.6% | $167,490+118.1% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 22.15% | 148.36%-126.2pp | 122.05%-99.9pp | 478.56%-456.4pp |
| Employer contribution / active EE | $2,481 | $5,873-57.8% | $5,167-52.0% | $4,837-48.7% |
| Participant deferral / active EE | $7,174 | $6,356+12.9% | $5,568+28.8% | $6,341+13.1% |
| Admin fee / account holder | $2,105 | $19,811-89.4% | $16,237-87.0% | $12,309-82.9% |