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 | $377,448 | $202,318+86.6% | $172,739+118.5% | $152,861+146.9% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 28.96% | 1029.65%-1000.7pp | 802.84%-773.9pp | 345.32%-316.4pp |
| Employer contribution / active EE | $5,025 | $5,856-14.2% | $5,143-2.3% | $4,762+5.5% |
| Participant deferral / active EE | $5,098 | $5,948-14.3% | $5,198-1.9% | $5,850-12.9% |
| Admin fee / account holder | $8,883 | $17,109-48.1% | $13,954-36.3% | $11,596-23.4% |