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 | $305,402 | $202,318+51.0% | $172,739+76.8% | $152,861+99.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.25% | 1029.65%-1001.4pp | 802.84%-774.6pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,281 | $5,856-78.1% | $5,143-75.1% | $4,762-73.1% |
| Participant deferral / active EE | $5,020 | $5,948-15.6% | $5,198-3.4% | $5,850-14.2% |
| Admin fee / account holder | $1,073 | $17,109-93.7% | $13,954-92.3% | $11,596-90.7% |