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 | $523,506 | $165,984+215.4% | $164,813+217.6% | $145,922+258.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.46% | 100.03%-84.6pp | 69.93%-54.5pp | 561.29%-545.8pp |
| Employer contribution / active EE | $15,271 | $5,273+189.6% | $4,341+251.8% | $4,660+227.7% |
| Participant deferral / active EE | $20,333 | $6,959+192.2% | $6,031+237.1% | $6,688+204.0% |
| Admin fee / account holder | $152,628 | $16,648+816.8% | $12,690+1102.8% | $13,397+1039.3% |