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 | $364,541 | $202,318+80.2% | $172,739+111.0% | $152,861+138.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.88% | 1029.65%-1008.8pp | 802.84%-782.0pp | 345.32%-324.4pp |
| Employer contribution / active EE | $9,991 | $5,856+70.6% | $5,143+94.3% | $4,762+109.8% |
| Participant deferral / active EE | $6,644 | $5,948+11.7% | $5,198+27.8% | $5,850+13.6% |
| Admin fee / account holder | $1,283 | $17,109-92.5% | $13,954-90.8% | $11,596-88.9% |