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 | $470,801 | $159,901+194.4% | $146,958+220.4% | $145,922+222.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 100.95% | 98.13%+2.8pp | 418.34%-317.4pp | 561.29%-460.3pp |
| Employer contribution / active EE | $10,869 | $5,286+105.6% | $4,933+120.3% | $4,660+133.3% |
| Participant deferral / active EE | $12,130 | $8,428+43.9% | $8,070+50.3% | $6,688+81.4% |
| Admin fee / account holder | $4,696 | $15,044-68.8% | $12,998-63.9% | $13,397-64.9% |