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 | $962,571 | $214,378+349.0% | $200,582+379.9% | $142,382+576.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 302.54% | 46.41%+256.1pp | 42.33%+260.2pp | 217.08%+85.5pp |
| Employer contribution / active EE | $8,636 | $6,841+26.2% | $6,419+34.5% | $4,299+100.9% |
| Participant deferral / active EE | $25,275 | $9,865+156.2% | $9,331+170.9% | $6,507+288.4% |
| Admin fee / account holder | $7,409 | $17,692-58.1% | $16,305-54.6% | $12,624-41.3% |