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 | $578,722 | $70,756+717.9% | $65,493+783.6% | $142,382+306.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11033.85% | 1754.89%+9279.0pp | 982.45%+10051.4pp | 217.08%+10816.8pp |
| Employer contribution / active EE | $8,215 | $2,881+185.2% | $2,574+219.1% | $4,299+91.1% |
| Participant deferral / active EE | $14,149 | $4,637+205.1% | $3,961+257.2% | $6,507+117.4% |
| Admin fee / account holder | $517 | $6,559-92.1% | $5,028-89.7% | $12,624-95.9% |