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 | $734,106 | $148,534+394.2% | $135,903+440.2% | $139,434+426.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 286.19% | 79.19%+207.0pp | 68.23%+218.0pp | 372.94%-86.7pp |
| Employer contribution / active EE | $29,292 | $5,243+458.7% | $4,856+503.2% | $4,751+516.6% |
| Participant deferral / active EE | $15,188 | $8,100+87.5% | $7,758+95.8% | $6,710+126.3% |
| Admin fee / account holder | $1,181 | $12,400-90.5% | $10,762-89.0% | $11,403-89.6% |