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 7-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 | $780,255 | $185,822+319.9% | $169,993+359.0% | $139,434+459.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 100.13% | 60.50%+39.6pp | 53.37%+46.8pp | 372.94%-272.8pp |
| Employer contribution / active EE | $22,568 | $7,590+197.3% | $6,785+232.6% | $4,751+375.0% |
| Participant deferral / active EE | $28,330 | $11,622+143.8% | $10,408+172.2% | $6,710+322.2% |
| Admin fee / account holder | $449 | $15,381-97.1% | $12,815-96.5% | $11,403-96.1% |