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 | $428,581 | $202,318+111.8% | $172,739+148.1% | $152,861+180.4% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 13.37% | 1029.65%-1016.3pp | 802.84%-789.5pp | 345.32%-332.0pp |
| Employer contribution / active EE | $3,680 | $5,856-37.2% | $5,143-28.4% | $4,762-22.7% |
| Participant deferral / active EE | $7,667 | $5,948+28.9% | $5,198+47.5% | $5,850+31.1% |
| Admin fee / account holder | $2,232 | $17,109-87.0% | $13,954-84.0% | $11,596-80.8% |