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 | $448,243 | $202,318+121.6% | $172,739+159.5% | $152,861+193.2% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 17.72% | 1029.65%-1011.9pp | 802.84%-785.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,072 | $5,856-64.6% | $5,143-59.7% | $4,762-56.5% |
| Participant deferral / active EE | $9,410 | $5,948+58.2% | $5,198+81.1% | $5,850+60.9% |
| Admin fee / account holder | $2,510 | $17,109-85.3% | $13,954-82.0% | $11,596-78.4% |