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 | $340,590 | $202,318+68.3% | $172,739+97.2% | $152,861+122.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.97% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.3pp |
| Employer contribution / active EE | $10,714 | $5,856+83.0% | $5,143+108.3% | $4,762+125.0% |
| Participant deferral / active EE | $10,567 | $5,948+77.7% | $5,198+103.3% | $5,850+80.6% |
| Admin fee / account holder | $4,451 | $17,109-74.0% | $13,954-68.1% | $11,596-61.6% |