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 | $251,574 | $209,411+20.1% | $178,490+40.9% | $158,922+58.3% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 18.18% | 188.75%-170.6pp | 151.07%-132.9pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,828 | $5,706-68.0% | $5,011-63.5% | $4,761-61.6% |
| Participant deferral / active EE | $5,886 | $5,954-1.2% | $5,202+13.2% | $5,982-1.6% |
| Admin fee / account holder | $1,045 | $17,074-93.9% | $13,984-92.5% | $11,246-90.7% |