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 | $948,235 | $202,318+368.7% | $172,739+448.9% | $152,861+520.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.72% | 1029.65%-1015.9pp | 802.84%-789.1pp | 345.32%-331.6pp |
| Employer contribution / active EE | $12,021 | $5,856+105.3% | $5,143+133.7% | $4,762+152.4% |
| Participant deferral / active EE | $13,100 | $5,948+120.2% | $5,198+152.0% | $5,850+123.9% |
| Admin fee / account holder | $28,251 | $17,109+65.1% | $13,954+102.5% | $11,596+143.6% |