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 | $333,947 | $202,318+65.1% | $172,739+93.3% | $152,861+118.5% |
| Participation rate | 82.6% | 87.1%-4.4pp | 82.6%0pp | 82.4%+0.2pp |
| Annual return | 19.78% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.5pp |
| Employer contribution / active EE | $8,425 | $5,856+43.9% | $5,143+63.8% | $4,762+76.9% |
| Participant deferral / active EE | $2,536 | $5,948-57.4% | $5,198-51.2% | $5,850-56.7% |
| Admin fee / account holder | $1,953 | $17,109-88.6% | $13,954-86.0% | $11,596-83.2% |