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 | $288,934 | $202,318+42.8% | $172,739+67.3% | $152,861+89.0% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 31.52% | 1029.65%-998.1pp | 802.84%-771.3pp | 345.32%-313.8pp |
| Employer contribution / active EE | $4,674 | $5,856-20.2% | $5,143-9.1% | $4,762-1.8% |
| Participant deferral / active EE | $3,231 | $5,948-45.7% | $5,198-37.8% | $5,850-44.8% |
| Admin fee / account holder | $3,178 | $17,109-81.4% | $13,954-77.2% | $11,596-72.6% |