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 | $337,518 | $202,318+66.8% | $172,739+95.4% | $152,861+120.8% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.4%+8.9pp |
| Annual return | 19.41% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $7,452 | $5,856+27.3% | $5,143+44.9% | $4,762+56.5% |
| Participant deferral / active EE | $7,697 | $5,948+29.4% | $5,198+48.1% | $5,850+31.6% |
| Admin fee / account holder | $1,491 | $17,109-91.3% | $13,954-89.3% | $11,596-87.1% |