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 | $390,102 | $202,318+92.8% | $172,739+125.8% | $152,861+155.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.11% | 1029.65%-1005.5pp | 802.84%-778.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $4,062 | $5,856-30.6% | $5,143-21.0% | $4,762-14.7% |
| Participant deferral / active EE | $3,383 | $5,948-43.1% | $5,198-34.9% | $5,850-42.2% |
| Admin fee / account holder | $2,129 | $17,109-87.6% | $13,954-84.7% | $11,596-81.6% |