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 | $946,394 | $104,486+805.8% | $76,817+1132.0% | $152,861+519.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 24.85% | 1013.37%-988.5pp | 1166.11%-1141.3pp | 345.32%-320.5pp |
| Employer contribution / active EE | $30,072 | $3,116+865.2% | $2,302+1206.3% | $4,762+531.5% |
| Participant deferral / active EE | $14,667 | $4,236+246.3% | $3,336+339.7% | $5,850+150.7% |
| Admin fee / account holder | $22,328 | $12,275+81.9% | $6,420+247.8% | $11,596+92.5% |