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 | $259,662 | $109,881+136.3% | $150,045+73.1% | $84,808+206.2% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 255.47% | 28.25%+227.2pp | 62.55%+192.9pp | 40.90%+214.6pp |
| Employer contribution / active EE | $6,385 | $3,561+79.3% | $4,693+36.1% | $2,631+142.7% |
| Participant deferral / active EE | $15,942 | $6,636+140.2% | $7,997+99.3% | $4,212+278.5% |
| Admin fee / account holder | $199,826 | $8,568+2232.2% | $13,435+1387.4% | $7,344+2621.0% |