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 | $349,303 | $210,648+65.8% | $177,989+96.3% | $145,922+139.4% |
| Participation rate | 81.8% | 80.8%+1.1pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 14.93% | 385.86%-370.9pp | 294.48%-279.6pp | 561.29%-546.4pp |
| Employer contribution / active EE | $6,959 | $4,565+52.5% | $3,949+76.2% | $4,660+49.3% |
| Participant deferral / active EE | $7,311 | $6,958+5.1% | $6,276+16.5% | $6,688+9.3% |
| Admin fee / account holder | $14,762 | $12,013+22.9% | $10,363+42.4% | $13,397+10.2% |