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 | $348,933 | $150,440+131.9% | $136,294+156.0% | $147,584+136.4% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 1602.06% | 1049.08%+553.0pp | 5155.94%-3553.9pp | 578.55%+1023.5pp |
| Employer contribution / active EE | $19,018 | $5,256+261.8% | $4,695+305.0% | $4,876+290.0% |
| Participant deferral / active EE | $6,098 | $6,630-8.0% | $6,247-2.4% | $5,439+12.1% |
| Admin fee / account holder | $2,380 | $10,905-78.2% | $9,243-74.3% | $10,885-78.1% |