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 | $402,537 | $202,318+99.0% | $172,739+133.0% | $152,861+163.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 19.18% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.1pp |
| Employer contribution / active EE | $7,797 | $5,856+33.1% | $5,143+51.6% | $4,762+63.7% |
| Participant deferral / active EE | $7,186 | $5,948+20.8% | $5,198+38.3% | $5,850+22.8% |
| Admin fee / account holder | $3,770 | $17,109-78.0% | $13,954-73.0% | $11,596-67.5% |