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 | $259,225 | $138,065+87.8% | $123,544+109.8% | $135,375+91.5% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | 8.80% | 153.68%-144.9pp | 119.20%-110.4pp | 519.73%-510.9pp |
| Employer contribution / active EE | $2,765 | $5,151-46.3% | $4,628-40.3% | $4,779-42.1% |
| Participant deferral / active EE | $7,025 | $6,799+3.3% | $6,426+9.3% | $5,609+25.3% |
| Admin fee / account holder | $3,922 | $10,916-64.1% | $9,284-57.8% | $10,827-63.8% |