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 | $432,343 | $165,335+161.5% | $149,696+188.8% | $158,922+172.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 294.63% | 348.15%-53.5pp | 276.60%+18.0pp | 302.83%-8.2pp |
| Employer contribution / active EE | $17,012 | $5,103+233.4% | $4,644+266.3% | $4,761+257.3% |
| Participant deferral / active EE | $11,984 | $7,181+66.9% | $6,842+75.2% | $5,982+100.3% |
| Admin fee / account holder | $14,096 | $10,807+30.4% | $9,309+51.4% | $11,246+25.3% |