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 | $68,097+749.8% | $62,929+819.6% | $137,256+321.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11033.85% | 1859.11%+9174.7pp | 1063.93%+9969.9pp | 220.34%+10813.5pp |
| Employer contribution / active EE | $8,215 | $2,811+192.2% | $2,505+228.0% | $4,156+97.7% |
| Participant deferral / active EE | $14,149 | $4,553+210.8% | $3,888+263.9% | $6,407+120.8% |
| Admin fee / account holder | $517 | $6,521-92.1% | $5,065-89.8% | $12,270-95.8% |