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 4-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 | $439,881 | $201,272+118.6% | $184,203+138.8% | $145,922+201.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 129.89% | 29.00%+100.9pp | 28.81%+101.1pp | 561.29%-431.4pp |
| Employer contribution / active EE | $21,994 | $7,022+213.2% | $6,427+242.2% | $4,660+372.0% |
| Participant deferral / active EE | $9,713 | $9,806-1.0% | $9,131+6.4% | $6,688+45.2% |
| Admin fee / account holder | $15,185 | $16,364-7.2% | $13,901+9.2% | $13,397+13.3% |