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 9-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 | $798,792 | $179,726+344.4% | $156,263+411.2% | $142,382+461.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 200.85% | 77.86%+123.0pp | 59.47%+141.4pp | 217.08%-16.2pp |
| Employer contribution / active EE | $29,663 | $5,069+485.2% | $4,333+584.6% | $4,299+590.0% |
| Participant deferral / active EE | $15,716 | $6,956+125.9% | $6,158+155.2% | $6,507+141.5% |
| Admin fee / account holder | $6,236 | $17,272-63.9% | $14,255-56.3% | $12,624-50.6% |