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 | $461,448 | $202,318+128.1% | $172,739+167.1% | $152,861+201.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.78% | 1029.65%-1008.9pp | 802.84%-782.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $14,061 | $5,856+140.1% | $5,143+173.4% | $4,762+195.2% |
| Participant deferral / active EE | $13,229 | $5,948+122.4% | $5,198+154.5% | $5,850+126.1% |
| Admin fee / account holder | $4,632 | $17,109-72.9% | $13,954-66.8% | $11,596-60.1% |