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 | $277,080 | $226,064+22.6% | $182,532+51.8% | $152,861+81.3% |
| Participation rate | 90.9% | 82.5%+8.5pp | 78.0%+12.9pp | 82.4%+8.5pp |
| Annual return | 17.84% | 192.51%-174.7pp | 148.54%-130.7pp | 345.32%-327.5pp |
| Employer contribution / active EE | $6,635 | $4,978+33.3% | $4,076+62.8% | $4,762+39.3% |
| Participant deferral / active EE | $10,503 | $6,368+64.9% | $5,524+90.1% | $5,850+79.5% |
| Admin fee / account holder | $1,611 | $10,703-84.9% | $8,592-81.2% | $11,596-86.1% |