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 | $475,763 | $102,604+363.7% | $86,188+452.0% | $139,434+241.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.61% | 1922.51%-1902.9pp | 1168.45%-1148.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $21,305 | $3,032+602.6% | $2,380+795.1% | $4,751+348.5% |
| Participant deferral / active EE | $18,786 | $4,676+301.8% | $3,985+371.4% | $6,710+180.0% |
| Admin fee / account holder | $14,770 | $8,657+70.6% | $6,852+115.6% | $11,403+29.5% |