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 | $389,016 | $202,318+92.3% | $172,739+125.2% | $152,861+154.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.49% | 1029.65%-1011.2pp | 802.84%-784.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $6,014 | $5,856+2.7% | $5,143+16.9% | $4,762+26.3% |
| Participant deferral / active EE | $3,867 | $5,948-35.0% | $5,198-25.6% | $5,850-33.9% |
| Admin fee / account holder | $16,837 | $17,109-1.6% | $13,954+20.7% | $11,596+45.2% |