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 | $265,455 | $157,256+68.8% | $141,162+88.1% | $152,861+73.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 866.27% | 64.32%+801.9pp | 71.39%+794.9pp | 345.32%+520.9pp |
| Employer contribution / active EE | $17,784 | $5,261+238.0% | $4,735+275.6% | $4,762+273.4% |
| Participant deferral / active EE | $8,800 | $7,109+23.8% | $6,709+31.2% | $5,850+50.4% |
| Admin fee / account holder | $344 | $12,120-97.2% | $10,261-96.6% | $11,596-97.0% |