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 | $373,396 | $202,318+84.6% | $172,739+116.2% | $152,861+144.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.15% | 1029.65%-1004.5pp | 802.84%-777.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $6,896 | $5,856+17.8% | $5,143+34.1% | $4,762+44.8% |
| Participant deferral / active EE | $4,655 | $5,948-21.7% | $5,198-10.4% | $5,850-20.4% |
| Admin fee / account holder | $2,161 | $17,109-87.4% | $13,954-84.5% | $11,596-81.4% |