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 | $421,534 | $198,466+112.4% | $170,442+147.3% | $147,584+185.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 214.17% | 257.29%-43.1pp | 205.93%+8.2pp | 578.55%-364.4pp |
| Employer contribution / active EE | $22,400 | $6,184+262.3% | $5,433+312.3% | $4,876+359.4% |
| Participant deferral / active EE | $14,933 | $5,629+165.3% | $4,939+202.3% | $5,439+174.6% |
| Admin fee / account holder | $1,900 | $16,852-88.7% | $13,880-86.3% | $10,885-82.5% |