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 9-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 | $591,927 | $209,832+182.1% | $189,513+212.3% | $167,490+253.4% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 15.02% | 748.27%-733.3pp | 555.15%-540.1pp | 478.56%-463.5pp |
| Employer contribution / active EE | $9,913 | $6,914+43.4% | $6,162+60.9% | $4,837+104.9% |
| Participant deferral / active EE | $16,305 | $8,935+82.5% | $8,221+98.3% | $6,341+157.1% |
| Admin fee / account holder | $2,309 | $14,293-83.8% | $12,045-80.8% | $12,309-81.2% |