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 | $387,365 | $180,449+114.7% | $154,107+151.4% | $135,375+186.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 10.42% | 888.09%-877.7pp | 735.12%-724.7pp | 519.73%-509.3pp |
| Employer contribution / active EE | $29,273 | $6,035+385.1% | $5,298+452.6% | $4,779+512.6% |
| Participant deferral / active EE | $21,773 | $5,806+275.0% | $5,081+328.6% | $5,609+288.2% |
| Admin fee / account holder | $2,026 | $16,143-87.5% | $13,411-84.9% | $10,827-81.3% |