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 | $298,889 | $202,318+47.7% | $172,739+73.0% | $152,861+95.5% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 29.46% | 1029.65%-1000.2pp | 802.84%-773.4pp | 345.32%-315.9pp |
| Employer contribution / active EE | $1,308 | $5,856-77.7% | $5,143-74.6% | $4,762-72.5% |
| Participant deferral / active EE | $2,447 | $5,948-58.9% | $5,198-52.9% | $5,850-58.2% |
| Admin fee / account holder | $2,273 | $17,109-86.7% | $13,954-83.7% | $11,596-80.4% |