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 9-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 | $551,868 | $180,449+205.8% | $154,107+258.1% | $135,375+307.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.12% | 888.09%-887.0pp | 735.12%-734.0pp | 519.73%-518.6pp |
| Employer contribution / active EE | $24,845 | $6,035+311.7% | $5,298+369.0% | $4,779+419.9% |
| Participant deferral / active EE | $12,700 | $5,806+118.7% | $5,081+150.0% | $5,609+126.4% |
| Admin fee / account holder | $48,263 | $16,143+199.0% | $13,411+259.9% | $10,827+345.8% |