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 | $408,316 | $180,449+126.3% | $154,107+165.0% | $135,375+201.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 10.12% | 888.09%-878.0pp | 735.12%-725.0pp | 519.73%-509.6pp |
| Employer contribution / active EE | $6,406 | $6,035+6.1% | $5,298+20.9% | $4,779+34.0% |
| Participant deferral / active EE | $4,389 | $5,806-24.4% | $5,081-13.6% | $5,609-21.8% |
| Admin fee / account holder | $434 | $16,143-97.3% | $13,411-96.8% | $10,827-96.0% |