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 6-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 | $467,029 | $114,047+309.5% | $96,139+385.8% | $167,490+178.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 9.39% | 189.88%-180.5pp | 191.94%-182.6pp | 478.56%-469.2pp |
| Employer contribution / active EE | $13,131 | $3,427+283.2% | $2,797+369.5% | $4,837+171.4% |
| Participant deferral / active EE | $11,675 | $5,194+124.8% | $4,349+168.5% | $6,341+84.1% |
| Admin fee / account holder | $12,944 | $6,897+87.7% | $5,537+133.8% | $12,309+5.2% |