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 | $453,169 | $159,901+183.4% | $146,958+208.4% | $145,922+210.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.75% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $6,401 | $5,286+21.1% | $4,933+29.8% | $4,660+37.4% |
| Participant deferral / active EE | $18,950 | $8,428+124.8% | $8,070+134.8% | $6,688+183.4% |
| Admin fee / account holder | $93,349 | $15,044+520.5% | $12,998+618.2% | $13,397+596.8% |