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 | $435,031 | $180,449+141.1% | $154,107+182.3% | $135,375+221.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.55% | 888.09%-879.5pp | 735.12%-726.6pp | 519.73%-511.2pp |
| Employer contribution / active EE | $32,020 | $6,035+430.6% | $5,298+504.4% | $4,779+570.0% |
| Participant deferral / active EE | $6,833 | $5,806+17.7% | $5,081+34.5% | $5,609+21.8% |
| Admin fee / account holder | $15,986 | $16,143-1.0% | $13,411+19.2% | $10,827+47.6% |