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 | $250,675 | $226,064+10.9% | $182,532+37.3% | $152,861+64.0% |
| Participation rate | 90.9% | 82.5%+8.5pp | 78.0%+12.9pp | 82.4%+8.5pp |
| Annual return | 18.66% | 192.51%-173.9pp | 148.54%-129.9pp | 345.32%-326.7pp |
| Employer contribution / active EE | $8,344 | $4,978+67.6% | $4,076+104.7% | $4,762+75.2% |
| Participant deferral / active EE | $5,535 | $6,368-13.1% | $5,524+0.2% | $5,850-5.4% |
| Admin fee / account holder | $1,605 | $10,703-85.0% | $8,592-81.3% | $11,596-86.2% |