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 | $608,129 | $209,411+190.4% | $178,490+240.7% | $158,922+282.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1331.61% | 188.75%+1142.9pp | 151.07%+1180.5pp | 302.83%+1028.8pp |
| Employer contribution / active EE | $17,337 | $5,706+203.8% | $5,011+246.0% | $4,761+264.1% |
| Participant deferral / active EE | $14,038 | $5,954+135.8% | $5,202+169.9% | $5,982+134.7% |
| Admin fee / account holder | $417 | $17,074-97.6% | $13,984-97.0% | $11,246-96.3% |