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 | $374,941 | $202,318+85.3% | $172,739+117.1% | $152,861+145.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.98% | 1029.65%-1002.7pp | 802.84%-775.9pp | 345.32%-318.3pp |
| Employer contribution / active EE | $9,671 | $5,856+65.2% | $5,143+88.1% | $4,762+103.1% |
| Participant deferral / active EE | $5,035 | $5,948-15.3% | $5,198-3.1% | $5,850-13.9% |
| Admin fee / account holder | $12,142 | $17,109-29.0% | $13,954-13.0% | $11,596+4.7% |