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 | $283,409 | $202,318+40.1% | $172,739+64.1% | $152,861+85.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.22% | 1029.65%-1004.4pp | 802.84%-777.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,500 | $5,856-57.3% | $5,143-51.4% | $4,762-47.5% |
| Participant deferral / active EE | $9,000 | $5,948+51.3% | $5,198+73.2% | $5,850+53.8% |
| Admin fee / account holder | $1,590 | $17,109-90.7% | $13,954-88.6% | $11,596-86.3% |