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 | $1,217,760 | $172,111+607.5% | $150,298+710.2% | $137,256+787.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 1337.47% | 69.37%+1268.1pp | 62.79%+1274.7pp | 220.34%+1117.1pp |
| Employer contribution / active EE | $25,000 | $4,636+439.2% | $4,154+501.8% | $4,156+501.5% |
| Participant deferral / active EE | $33,615 | $6,166+445.2% | $5,453+516.5% | $6,407+424.7% |
| Admin fee / account holder | $1,890 | $16,471-88.5% | $14,116-86.6% | $12,270-84.6% |