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 5-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 | $502,092 | $159,901+214.0% | $146,958+241.7% | $145,922+244.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.90% | 98.13%-68.2pp | 418.34%-388.4pp | 561.29%-531.4pp |
| Employer contribution / active EE | $21,215 | $5,286+301.3% | $4,933+330.1% | $4,660+355.3% |
| Participant deferral / active EE | $17,202 | $8,428+104.1% | $8,070+113.2% | $6,688+157.2% |
| Admin fee / account holder | $32,713 | $15,044+117.5% | $12,998+151.7% | $13,397+144.2% |