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 6-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 | $383,244 | $185,200+106.9% | $142,863+168.3% | $167,490+128.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 17.63% | 8555.70%-8538.1pp | 5637.54%-5619.9pp | 478.56%-460.9pp |
| Employer contribution / active EE | $17,953 | $5,604+220.3% | $4,144+333.3% | $4,837+271.1% |
| Participant deferral / active EE | $17,408 | $4,494+287.3% | $3,837+353.7% | $6,341+174.5% |
| Admin fee / account holder | $6,096 | $8,031-24.1% | $6,560-7.1% | $12,309-50.5% |