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 | $1,189,622 | $209,411+468.1% | $178,490+566.5% | $158,922+648.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 470.33% | 188.75%+281.6pp | 151.07%+319.3pp | 302.83%+167.5pp |
| Employer contribution / active EE | $7,532 | $5,706+32.0% | $5,011+50.3% | $4,761+58.2% |
| Participant deferral / active EE | $18,692 | $5,954+213.9% | $5,202+259.3% | $5,982+212.5% |
| Admin fee / account holder | $2,683 | $17,074-84.3% | $13,984-80.8% | $11,246-76.1% |