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 | $490,435 | $202,318+142.4% | $172,739+183.9% | $152,861+220.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.33% | 1029.65%-999.3pp | 802.84%-772.5pp | 345.32%-315.0pp |
| Employer contribution / active EE | $19,717 | $5,856+236.7% | $5,143+283.4% | $4,762+314.0% |
| Participant deferral / active EE | $13,124 | $5,948+120.6% | $5,198+152.5% | $5,850+124.3% |
| Admin fee / account holder | $25,137 | $17,109+46.9% | $13,954+80.1% | $11,596+116.8% |