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 | $374,610 | $210,648+77.8% | $177,989+110.5% | $145,922+156.7% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 17.21% | 385.86%-368.7pp | 294.48%-277.3pp | 561.29%-544.1pp |
| Employer contribution / active EE | $16,334 | $4,565+257.8% | $3,949+313.6% | $4,660+250.5% |
| Participant deferral / active EE | $11,560 | $6,958+66.1% | $6,276+84.2% | $6,688+72.9% |
| Admin fee / account holder | $1,656 | $12,013-86.2% | $10,363-84.0% | $13,397-87.6% |