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 | $462,681 | $209,832+120.5% | $189,513+144.1% | $167,490+176.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.59% | 748.27%-738.7pp | 555.15%-545.6pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,990 | $6,914-71.2% | $6,162-67.7% | $4,837-58.9% |
| Participant deferral / active EE | $17,664 | $8,935+97.7% | $8,221+114.9% | $6,341+178.5% |
| Admin fee / account holder | $1,130 | $14,293-92.1% | $12,045-90.6% | $12,309-90.8% |