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 | $764,605 | $202,318+277.9% | $172,739+342.6% | $152,861+400.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 200.70% | 1029.65%-829.0pp | 802.84%-602.1pp | 345.32%-144.6pp |
| Employer contribution / active EE | $16,032 | $5,856+173.8% | $5,143+211.7% | $4,762+236.7% |
| Participant deferral / active EE | $9,430 | $5,948+58.5% | $5,198+81.4% | $5,850+61.2% |
| Admin fee / account holder | $827 | $17,109-95.2% | $13,954-94.1% | $11,596-92.9% |