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 6-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 | $695,694 | $202,318+243.9% | $172,739+302.7% | $152,861+355.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.50% | 1029.65%-1005.2pp | 802.84%-778.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $20,096 | $5,856+243.2% | $5,143+290.7% | $4,762+322.0% |
| Participant deferral / active EE | $9,053 | $5,948+52.2% | $5,198+74.2% | $5,850+54.8% |
| Admin fee / account holder | $34,860 | $17,109+103.8% | $13,954+149.8% | $11,596+200.6% |