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 3-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 | $254,915 | $179,726+41.8% | $156,263+63.1% | $142,382+79.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 731.44% | 77.86%+653.6pp | 59.47%+672.0pp | 217.08%+514.4pp |
| Employer contribution / active EE | $7,242 | $5,069+42.9% | $4,333+67.1% | $4,299+68.4% |
| Participant deferral / active EE | $30,729 | $6,956+341.8% | $6,158+399.0% | $6,507+372.2% |
| Admin fee / account holder | $1,320 | $17,272-92.4% | $14,255-90.7% | $12,624-89.5% |