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 | $527,307 | $202,318+160.6% | $172,739+205.3% | $152,861+245.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.92% | 1029.65%-1004.7pp | 802.84%-777.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $13,642 | $5,856+133.0% | $5,143+165.3% | $4,762+186.5% |
| Participant deferral / active EE | $9,000 | $5,948+51.3% | $5,198+73.2% | $5,850+53.8% |
| Admin fee / account holder | $2,389 | $17,109-86.0% | $13,954-82.9% | $11,596-79.4% |