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 | $842,421 | $202,318+316.4% | $172,739+387.7% | $152,861+451.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.40% | 1029.65%-1000.3pp | 802.84%-773.4pp | 345.32%-315.9pp |
| Employer contribution / active EE | $7,507 | $5,856+28.2% | $5,143+46.0% | $4,762+57.6% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,850+42.4% |
| Admin fee / account holder | $2,346 | $17,109-86.3% | $13,954-83.2% | $11,596-79.8% |