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 | $846,183 | $97,757+765.6% | $83,848+909.2% | $135,375+525.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 98.99% | 1287.37%-1188.4pp | 850.88%-751.9pp | 519.73%-420.7pp |
| Employer contribution / active EE | $31,194 | $4,222+638.9% | $3,631+759.1% | $4,779+552.8% |
| Participant deferral / active EE | $18,333 | $4,682+291.6% | $4,082+349.2% | $5,609+226.9% |
| Admin fee / account holder | $3,685 | $6,674-44.8% | $5,478-32.7% | $10,827-66.0% |