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 | $1,234,317 | $202,318+510.1% | $172,739+614.6% | $152,861+707.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 52.64% | 1029.65%-977.0pp | 802.84%-750.2pp | 345.32%-292.7pp |
| Employer contribution / active EE | $19,998 | $5,856+241.5% | $5,143+288.9% | $4,762+319.9% |
| Participant deferral / active EE | $13,100 | $5,948+120.2% | $5,198+152.0% | $5,850+123.9% |
| Admin fee / account holder | $10,625 | $17,109-37.9% | $13,954-23.9% | $11,596-8.4% |