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 | $264,861 | $209,832+26.2% | $189,513+39.8% | $167,490+58.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.11% | 748.27%-732.2pp | 555.15%-539.0pp | 478.56%-462.4pp |
| Employer contribution / active EE | $10,695 | $6,914+54.7% | $6,162+73.6% | $4,837+121.1% |
| Participant deferral / active EE | $7,172 | $8,935-19.7% | $8,221-12.8% | $6,341+13.1% |
| Admin fee / account holder | $19,468 | $14,293+36.2% | $12,045+61.6% | $12,309+58.2% |