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 | $372,519 | $202,318+84.1% | $172,739+115.7% | $152,861+143.7% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 28.62% | 1029.65%-1001.0pp | 802.84%-774.2pp | 345.32%-316.7pp |
| Employer contribution / active EE | $6,003 | $5,856+2.5% | $5,143+16.7% | $4,762+26.1% |
| Participant deferral / active EE | $5,953 | $5,948+0.1% | $5,198+14.5% | $5,850+1.8% |
| Admin fee / account holder | $7,632 | $17,109-55.4% | $13,954-45.3% | $11,596-34.2% |