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 | $290,451 | $159,901+81.6% | $146,958+97.6% | $145,922+99.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 15.15% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $19,403 | $5,286+267.1% | $4,933+293.3% | $4,660+316.4% |
| Participant deferral / active EE | $12,570 | $8,428+49.1% | $8,070+55.8% | $6,688+88.0% |
| Admin fee / account holder | $2,706 | $15,044-82.0% | $12,998-79.2% | $13,397-79.8% |