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 | $319,744 | $202,318+58.0% | $172,739+85.1% | $152,861+109.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.59% | 1029.65%-1004.1pp | 802.84%-777.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,564 | $5,856-56.2% | $5,143-50.1% | $4,762-46.2% |
| Participant deferral / active EE | $6,160 | $5,948+3.6% | $5,198+18.5% | $5,850+5.3% |
| Admin fee / account holder | $3,719 | $17,109-78.3% | $13,954-73.3% | $11,596-67.9% |