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 9-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 | $529,692 | $183,519+188.6% | $155,509+240.6% | $145,922+263.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 20.64% | 61.17%-40.5pp | 64.67%-44.0pp | 561.29%-540.6pp |
| Employer contribution / active EE | $9,914 | $5,313+86.6% | $4,672+112.2% | $4,660+112.8% |
| Participant deferral / active EE | $6,700 | $6,462+3.7% | $5,626+19.1% | $6,688+0.2% |
| Admin fee / account holder | $2,604 | $19,313-86.5% | $15,912-83.6% | $13,397-80.6% |