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 | $399,398 | $159,901+149.8% | $146,958+171.8% | $145,922+173.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 36.90% | 98.13%-61.2pp | 418.34%-381.4pp | 561.29%-524.4pp |
| Employer contribution / active EE | $22,438 | $5,286+324.5% | $4,933+354.9% | $4,660+381.5% |
| Participant deferral / active EE | $30,900 | $8,428+266.6% | $8,070+282.9% | $6,688+362.0% |
| Admin fee / account holder | $19,029 | $15,044+26.5% | $12,998+46.4% | $13,397+42.0% |