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 | $452,567 | $209,411+116.1% | $178,490+153.6% | $158,922+184.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 414.54% | 188.75%+225.8pp | 151.07%+263.5pp | 302.83%+111.7pp |
| Employer contribution / active EE | $11,178 | $5,706+95.9% | $5,011+123.1% | $4,761+134.8% |
| Participant deferral / active EE | $5,500 | $5,954-7.6% | $5,202+5.7% | $5,982-8.1% |
| Admin fee / account holder | $27,843 | $17,074+63.1% | $13,984+99.1% | $11,246+147.6% |