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 | $582,983 | $202,318+188.2% | $172,739+237.5% | $152,861+281.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.17% | 1029.65%-1000.5pp | 802.84%-773.7pp | 345.32%-316.1pp |
| Employer contribution / active EE | $8,384 | $5,856+43.2% | $5,143+63.0% | $4,762+76.0% |
| Participant deferral / active EE | $5,394 | $5,948-9.3% | $5,198+3.8% | $5,850-7.8% |
| Admin fee / account holder | $2,564 | $17,109-85.0% | $13,954-81.6% | $11,596-77.9% |