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 | $410,053 | $202,318+102.7% | $172,739+137.4% | $152,861+168.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.18% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.1pp |
| Employer contribution / active EE | $7,603 | $5,856+29.8% | $5,143+47.8% | $4,762+59.7% |
| Participant deferral / active EE | $4,540 | $5,948-23.7% | $5,198-12.7% | $5,850-22.4% |
| Admin fee / account holder | $2,943 | $17,109-82.8% | $13,954-78.9% | $11,596-74.6% |