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 | $270,804 | $226,064+19.8% | $182,532+48.4% | $152,861+77.2% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 20.19% | 192.51%-172.3pp | 148.54%-128.3pp | 345.32%-325.1pp |
| Employer contribution / active EE | $5,312 | $4,978+6.7% | $4,076+30.3% | $4,762+11.5% |
| Participant deferral / active EE | $7,053 | $6,368+10.8% | $5,524+27.7% | $5,850+20.6% |
| Admin fee / account holder | $1,776 | $10,703-83.4% | $8,592-79.3% | $11,596-84.7% |