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 | $255,775 | $209,832+21.9% | $189,513+35.0% | $167,490+52.7% |
| Participation rate | 84.2% | 88.7%-4.5pp | 87.8%-3.6pp | 82.1%+2.1pp |
| Annual return | 28.79% | 748.27%-719.5pp | 555.15%-526.4pp | 478.56%-449.8pp |
| Employer contribution / active EE | $7,206 | $6,914+4.2% | $6,162+17.0% | $4,837+49.0% |
| Participant deferral / active EE | $16,678 | $8,935+86.7% | $8,221+102.9% | $6,341+163.0% |
| Admin fee / account holder | $14,816 | $14,293+3.7% | $12,045+23.0% | $12,309+20.4% |