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 7-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 | $391,772 | $175,202+123.6% | $149,673+161.8% | $139,434+181.0% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 20.95% | 166.71%-145.8pp | 134.42%-113.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $10,940 | $5,474+99.8% | $4,818+127.1% | $4,751+130.3% |
| Participant deferral / active EE | $25,222 | $6,519+286.9% | $5,680+344.1% | $6,710+275.9% |
| Admin fee / account holder | $904 | $16,150-94.4% | $13,210-93.2% | $11,403-92.1% |