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 | $335,959 | $159,901+110.1% | $146,958+128.6% | $145,922+130.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 23.37% | 98.13%-74.8pp | 418.34%-395.0pp | 561.29%-537.9pp |
| Employer contribution / active EE | $3,221 | $5,286-39.1% | $4,933-34.7% | $4,660-30.9% |
| Participant deferral / active EE | $9,575 | $8,428+13.6% | $8,070+18.7% | $6,688+43.2% |
| Admin fee / account holder | $9,288 | $15,044-38.3% | $12,998-28.5% | $13,397-30.7% |