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 | $335,929 | $176,056+90.8% | $159,436+110.7% | $167,490+100.6% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 17.80% | 331.75%-313.9pp | 263.57%-245.8pp | 478.56%-460.8pp |
| Employer contribution / active EE | $6,174 | $5,297+16.6% | $4,829+27.8% | $4,837+27.6% |
| Participant deferral / active EE | $17,906 | $7,750+131.0% | $7,352+143.6% | $6,341+182.4% |
| Admin fee / account holder | $1,009 | $12,554-92.0% | $10,799-90.7% | $12,309-91.8% |