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 | $521,198 | $167,484+211.2% | $151,611+243.8% | $134,475+287.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 96.51% | 7.80%+88.7pp | 3.33%+93.2pp | 417.96%-321.5pp |
| Employer contribution / active EE | $25,762 | $6,829+277.2% | $6,166+317.8% | $4,740+443.5% |
| Participant deferral / active EE | $12,450 | $8,986+38.6% | $8,363+48.9% | $6,400+94.5% |
| Admin fee / account holder | $751 | $13,783-94.6% | $11,616-93.5% | $11,426-93.4% |