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 8-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 | $296,621 | $210,648+40.8% | $177,989+66.7% | $145,922+103.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 29.33% | 385.86%-356.5pp | 294.48%-265.2pp | 561.29%-532.0pp |
| Employer contribution / active EE | $16,776 | $4,565+267.5% | $3,949+324.8% | $4,660+260.0% |
| Participant deferral / active EE | $9,750 | $6,958+40.1% | $6,276+55.4% | $6,688+45.8% |
| Admin fee / account holder | $1,887 | $12,013-84.3% | $10,363-81.8% | $13,397-85.9% |