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 | $355,705 | $202,318+75.8% | $172,739+105.9% | $152,861+132.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.35% | 1029.65%-1015.3pp | 802.84%-788.5pp | 345.32%-331.0pp |
| Employer contribution / active EE | $3,083 | $5,856-47.3% | $5,143-40.0% | $4,762-35.3% |
| Participant deferral / active EE | $10,459 | $5,948+75.8% | $5,198+101.2% | $5,850+78.8% |
| Admin fee / account holder | $907 | $17,109-94.7% | $13,954-93.5% | $11,596-92.2% |