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 | $336,103 | $202,318+66.1% | $172,739+94.6% | $152,861+119.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 39.77% | 1029.65%-989.9pp | 802.84%-763.1pp | 345.32%-305.5pp |
| Employer contribution / active EE | $14,152 | $5,856+141.7% | $5,143+175.2% | $4,762+197.2% |
| Participant deferral / active EE | $8,167 | $5,948+37.3% | $5,198+57.1% | $5,850+39.6% |
| Admin fee / account holder | $425 | $17,109-97.5% | $13,954-97.0% | $11,596-96.3% |