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 3-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 | $701,588 | $183,519+282.3% | $155,509+351.2% | $145,922+380.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 315.56% | 61.17%+254.4pp | 64.67%+250.9pp | 561.29%-245.7pp |
| Employer contribution / active EE | $19,179 | $5,313+261.0% | $4,672+310.5% | $4,660+311.6% |
| Participant deferral / active EE | $17,938 | $6,462+177.6% | $5,626+218.8% | $6,688+168.2% |
| Admin fee / account holder | $315 | $19,313-98.4% | $15,912-98.0% | $13,397-97.7% |