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 | $353,040 | $202,318+74.5% | $172,739+104.4% | $152,861+131.0% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 22.09% | 1029.65%-1007.6pp | 802.84%-780.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,333 | $5,856-60.2% | $5,143-54.6% | $4,762-51.0% |
| Participant deferral / active EE | $4,167 | $5,948-29.9% | $5,198-19.8% | $5,850-28.8% |
| Admin fee / account holder | $579 | $17,109-96.6% | $13,954-95.9% | $11,596-95.0% |