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 | $737,305 | $202,318+264.4% | $172,739+326.8% | $152,861+382.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.60% | 1029.65%-1002.0pp | 802.84%-775.2pp | 345.32%-317.7pp |
| Employer contribution / active EE | $6,000 | $5,856+2.5% | $5,143+16.7% | $4,762+26.0% |
| Participant deferral / active EE | $8,597 | $5,948+44.5% | $5,198+65.4% | $5,850+47.0% |
| Admin fee / account holder | $21,572 | $17,109+26.1% | $13,954+54.6% | $11,596+86.0% |