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 | $370,505 | $171,865+115.6% | $149,718+147.5% | $147,584+151.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.99% | 2113.22%-2095.2pp | 1501.63%-1483.6pp | 578.55%-560.6pp |
| Employer contribution / active EE | $19,341 | $6,275+208.2% | $5,445+255.2% | $4,876+296.6% |
| Participant deferral / active EE | $15,094 | $7,271+107.6% | $6,569+129.8% | $5,439+177.5% |
| Admin fee / account holder | $7,125 | $13,799-48.4% | $11,283-36.9% | $10,885-34.5% |