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 | $404,520 | $138,044+193.0% | $125,339+222.7% | $134,475+200.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 23357.41% | 750.33%+22607.1pp | 572.05%+22785.4pp | 417.96%+22939.5pp |
| Employer contribution / active EE | $5,692 | $5,243+8.5% | $4,814+18.2% | $4,740+20.1% |
| Participant deferral / active EE | $6,881 | $7,799-11.8% | $7,446-7.6% | $6,400+7.5% |
| Admin fee / account holder | $1,564 | $11,571-86.5% | $10,010-84.4% | $11,426-86.3% |