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 | $254,800 | $172,478+47.7% | $145,661+74.9% | $142,382+79.0% |
| Participation rate | 94.7% | 80.1%+14.6pp | 77.2%+17.5pp | 80.1%+14.6pp |
| Annual return | 384.62% | 151.09%+233.5pp | 101.46%+283.2pp | 217.08%+167.5pp |
| Employer contribution / active EE | $33,722 | $4,899+588.3% | $4,238+695.8% | $4,299+684.4% |
| Participant deferral / active EE | $0 | $8,348-100.0% | $7,198-100.0% | $6,507-100.0% |
| Admin fee / account holder | $17,861 | $16,864+5.9% | $12,466+43.3% | $12,624+41.5% |