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 | $465,025 | $183,519+153.4% | $155,509+199.0% | $145,922+218.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 451.00% | 61.17%+389.8pp | 64.67%+386.3pp | 561.29%-110.3pp |
| Employer contribution / active EE | $5,691 | $5,313+7.1% | $4,672+21.8% | $4,660+22.1% |
| Participant deferral / active EE | $10,281 | $6,462+59.1% | $5,626+82.7% | $6,688+53.7% |
| Admin fee / account holder | $957 | $19,313-95.0% | $15,912-94.0% | $13,397-92.9% |