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 7-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 | $369,323 | $209,832+76.0% | $189,513+94.9% | $167,490+120.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 27.19% | 748.27%-721.1pp | 555.15%-528.0pp | 478.56%-451.4pp |
| Employer contribution / active EE | $6,831 | $6,914-1.2% | $6,162+10.9% | $4,837+41.2% |
| Participant deferral / active EE | $12,367 | $8,935+38.4% | $8,221+50.4% | $6,341+95.0% |
| Admin fee / account holder | $1,429 | $14,293-90.0% | $12,045-88.1% | $12,309-88.4% |