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 | $505,183 | $209,832+140.8% | $189,513+166.6% | $167,490+201.6% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 21.20% | 748.27%-727.1pp | 555.15%-534.0pp | 478.56%-457.4pp |
| Employer contribution / active EE | $12,608 | $6,914+82.4% | $6,162+104.6% | $4,837+160.6% |
| Participant deferral / active EE | $10,783 | $8,935+20.7% | $8,221+31.2% | $6,341+70.0% |
| Admin fee / account holder | $23,831 | $14,293+66.7% | $12,045+97.9% | $12,309+93.6% |