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 | $413,762 | $102,966+301.8% | $90,281+358.3% | $152,861+170.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.09% | 95.16%-81.1pp | 78.10%-64.0pp | 345.32%-331.2pp |
| Employer contribution / active EE | $11,465 | $3,139+265.3% | $2,854+301.7% | $4,762+140.8% |
| Participant deferral / active EE | $11,126 | $4,281+159.9% | $3,885+186.3% | $5,850+90.2% |
| Admin fee / account holder | $10,581 | $6,171+71.5% | $5,351+97.7% | $11,596-8.8% |