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 | $385,093 | $202,318+90.3% | $172,739+122.9% | $152,861+151.9% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 28.77% | 1029.65%-1000.9pp | 802.84%-774.1pp | 345.32%-316.5pp |
| Employer contribution / active EE | $8,207 | $5,856+40.1% | $5,143+59.6% | $4,762+72.3% |
| Participant deferral / active EE | $9,166 | $5,948+54.1% | $5,198+76.4% | $5,850+56.7% |
| Admin fee / account holder | $21,641 | $17,109+26.5% | $13,954+55.1% | $11,596+86.6% |