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 | $293,771 | $226,064+30.0% | $182,532+60.9% | $152,861+92.2% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.0%+15.4pp | 82.4%+10.9pp |
| Annual return | 20.56% | 192.51%-171.9pp | 148.54%-128.0pp | 345.32%-324.8pp |
| Employer contribution / active EE | $6,135 | $4,978+23.2% | $4,076+50.5% | $4,762+28.8% |
| Participant deferral / active EE | $12,269 | $6,368+92.7% | $5,524+122.1% | $5,850+109.7% |
| Admin fee / account holder | $38,904 | $10,703+263.5% | $8,592+352.8% | $11,596+235.5% |