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 8-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 | $577,254 | $180,449+219.9% | $154,107+274.6% | $135,375+326.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 75.41% | 888.09%-812.7pp | 735.12%-659.7pp | 519.73%-444.3pp |
| Employer contribution / active EE | $22,463 | $6,035+272.2% | $5,298+324.0% | $4,779+370.0% |
| Participant deferral / active EE | $16,088 | $5,806+177.1% | $5,081+216.6% | $5,609+186.8% |
| Admin fee / account holder | $2,801 | $16,143-82.7% | $13,411-79.1% | $10,827-74.1% |