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 8-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 | $271,359 | $202,318+34.1% | $172,739+57.1% | $152,861+77.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.00% | 1029.65%-1008.7pp | 802.84%-781.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $11,119 | $5,856+89.9% | $5,143+116.2% | $4,762+133.5% |
| Participant deferral / active EE | $5,768 | $5,948-3.0% | $5,198+11.0% | $5,850-1.4% |
| Admin fee / account holder | $725 | $17,109-95.8% | $13,954-94.8% | $11,596-93.7% |