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 | $159,602+309.8% | $150,045+335.9% | $142,382+359.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 150.03% | 70.24%+79.8pp | 62.55%+87.5pp | 217.08%-67.0pp |
| Employer contribution / active EE | $33,287 | $4,961+571.0% | $4,693+609.3% | $4,299+674.3% |
| Participant deferral / active EE | $18,769 | $8,310+125.9% | $7,997+134.7% | $6,507+188.4% |
| Admin fee / account holder | $4,531 | $14,846-69.5% | $13,435-66.3% | $12,624-64.1% |