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 | $654,108 | $154,228+324.1% | $145,433+349.8% | $137,256+376.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 150.03% | 74.59%+75.4pp | 66.58%+83.5pp | 220.34%-70.3pp |
| Employer contribution / active EE | $33,287 | $4,804+592.9% | $4,554+630.9% | $4,156+700.9% |
| Participant deferral / active EE | $18,769 | $8,216+128.4% | $7,897+137.7% | $6,407+193.0% |
| Admin fee / account holder | $4,531 | $14,344-68.4% | $13,129-65.5% | $12,270-63.1% |