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 | $934,564 | $138,065+576.9% | $123,544+656.5% | $135,375+590.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 144.55% | 153.68%-9.1pp | 119.20%+25.4pp | 519.73%-375.2pp |
| Employer contribution / active EE | $15,347 | $5,151+197.9% | $4,628+231.6% | $4,779+221.2% |
| Participant deferral / active EE | $17,296 | $6,799+154.4% | $6,426+169.2% | $5,609+208.4% |
| Admin fee / account holder | $3,375 | $10,916-69.1% | $9,284-63.6% | $10,827-68.8% |