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 | $385,475 | $117,841+227.1% | $102,423+276.4% | $145,922+164.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 703.07% | 31.65%+671.4pp | 29.32%+673.7pp | 561.29%+141.8pp |
| Employer contribution / active EE | $2,658 | $3,615-26.5% | $3,023-12.1% | $4,660-43.0% |
| Participant deferral / active EE | $5,127 | $5,731-10.5% | $5,053+1.5% | $6,688-23.3% |
| Admin fee / account holder | $7,370 | $13,326-44.7% | $9,451-22.0% | $13,397-45.0% |