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 | $459,337 | $202,318+127.0% | $172,739+165.9% | $152,861+200.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.29% | 1029.65%-1009.4pp | 802.84%-782.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $4,752 | $5,856-18.9% | $5,143-7.6% | $4,762-0.2% |
| Participant deferral / active EE | $14,353 | $5,948+141.3% | $5,198+176.1% | $5,850+145.3% |
| Admin fee / account holder | $3,357 | $17,109-80.4% | $13,954-75.9% | $11,596-71.1% |