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 | $285,646 | $209,832+36.1% | $189,513+50.7% | $167,490+70.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 30.09% | 748.27%-718.2pp | 555.15%-525.1pp | 478.56%-448.5pp |
| Employer contribution / active EE | $10,201 | $6,914+47.6% | $6,162+65.6% | $4,837+110.9% |
| Participant deferral / active EE | $6,000 | $8,935-32.8% | $8,221-27.0% | $6,341-5.4% |
| Admin fee / account holder | $1,632 | $14,293-88.6% | $12,045-86.4% | $12,309-86.7% |