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 | $314,439 | $209,411+50.2% | $178,490+76.2% | $158,922+97.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 40.99% | 188.75%-147.8pp | 151.07%-110.1pp | 302.83%-261.8pp |
| Employer contribution / active EE | $2,548 | $5,706-55.3% | $5,011-49.1% | $4,761-46.5% |
| Participant deferral / active EE | $4,786 | $5,954-19.6% | $5,202-8.0% | $5,982-20.0% |
| Admin fee / account holder | $24,765 | $17,074+45.0% | $13,984+77.1% | $11,246+120.2% |