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 | $329,503 | $202,318+62.9% | $172,739+90.8% | $152,861+115.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.03% | 1029.65%-1010.6pp | 802.84%-783.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $11,427 | $5,856+95.1% | $5,143+122.2% | $4,762+139.9% |
| Participant deferral / active EE | $11,068 | $5,948+86.1% | $5,198+112.9% | $5,850+89.2% |
| Admin fee / account holder | $28,719 | $17,109+67.9% | $13,954+105.8% | $11,596+147.7% |