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 | $250,480 | $209,832+19.4% | $189,513+32.2% | $167,490+49.5% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 23.48% | 748.27%-724.8pp | 555.15%-531.7pp | 478.56%-455.1pp |
| Employer contribution / active EE | $10,513 | $6,914+52.1% | $6,162+70.6% | $4,837+117.3% |
| Participant deferral / active EE | $9,918 | $8,935+11.0% | $8,221+20.6% | $6,341+56.4% |
| Admin fee / account holder | $1,254 | $14,293-91.2% | $12,045-89.6% | $12,309-89.8% |