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 | $324,256 | $183,963+76.3% | $162,163+100.0% | $152,861+112.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 32.35% | 150.76%-118.4pp | 115.59%-83.2pp | 345.32%-313.0pp |
| Employer contribution / active EE | $19,246 | $6,371+202.1% | $5,614+242.8% | $4,762+304.1% |
| Participant deferral / active EE | $17,954 | $8,034+123.5% | $7,298+146.0% | $5,850+206.9% |
| Admin fee / account holder | $2,532 | $13,121-80.7% | $10,843-76.6% | $11,596-78.2% |