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 9-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 | $461,197 | $210,698+118.9% | $178,014+159.1% | $145,959+216.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.37% | 386.27%-374.9pp | 294.80%-283.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $22,467 | $4,567+391.9% | $3,950+468.8% | $4,661+382.1% |
| Participant deferral / active EE | $22,441 | $6,958+222.5% | $6,276+257.5% | $6,689+235.5% |
| Admin fee / account holder | $1,847 | $12,016-84.6% | $10,362-82.2% | $13,398-86.2% |