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 10-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 | $992,123 | $159,901+520.5% | $146,958+575.1% | $145,922+579.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.64% | 98.13%-77.5pp | 418.34%-397.7pp | 561.29%-540.6pp |
| Employer contribution / active EE | $10,350 | $5,286+95.8% | $4,933+109.8% | $4,660+122.1% |
| Participant deferral / active EE | $29,847 | $8,428+254.1% | $8,070+269.9% | $6,688+346.3% |
| Admin fee / account holder | $30,574 | $15,044+103.2% | $12,998+135.2% | $13,397+128.2% |