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 4-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 | $352,287 | $175,202+101.1% | $149,673+135.4% | $139,434+152.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 32.81% | 166.71%-133.9pp | 134.42%-101.6pp | 372.94%-340.1pp |
| Employer contribution / active EE | $10,296 | $5,474+88.1% | $4,818+113.7% | $4,751+116.7% |
| Participant deferral / active EE | $7,402 | $6,519+13.6% | $5,680+30.3% | $6,710+10.3% |
| Admin fee / account holder | $2,196 | $16,150-86.4% | $13,210-83.4% | $11,403-80.7% |