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 10-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 | $340,013 | $159,901+112.6% | $146,958+131.4% | $145,922+133.0% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 14.49% | 98.13%-83.6pp | 418.34%-403.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,788 | $5,286-28.3% | $4,933-23.2% | $4,660-18.7% |
| Participant deferral / active EE | $9,501 | $8,428+12.7% | $8,070+17.7% | $6,688+42.1% |
| Admin fee / account holder | $14,377 | $15,044-4.4% | $12,998+10.6% | $13,397+7.3% |