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 | $330,384 | $202,318+63.3% | $172,739+91.3% | $152,861+116.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 39.83% | 1029.65%-989.8pp | 802.84%-763.0pp | 345.32%-305.5pp |
| Employer contribution / active EE | $3,379 | $5,856-42.3% | $5,143-34.3% | $4,762-29.0% |
| Participant deferral / active EE | $8,067 | $5,948+35.6% | $5,198+55.2% | $5,850+37.9% |
| Admin fee / account holder | $326 | $17,109-98.1% | $13,954-97.7% | $11,596-97.2% |