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 7-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 | $477,563 | $209,832+127.6% | $189,513+152.0% | $167,490+185.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 24.02% | 748.27%-724.3pp | 555.15%-531.1pp | 478.56%-454.5pp |
| Employer contribution / active EE | $15,011 | $6,914+117.1% | $6,162+143.6% | $4,837+210.3% |
| Participant deferral / active EE | $14,511 | $8,935+62.4% | $8,221+76.5% | $6,341+128.8% |
| Admin fee / account holder | $32,446 | $14,293+127.0% | $12,045+169.4% | $12,309+163.6% |