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 | $832,436 | $129,217+544.2% | $93,406+791.2% | $158,922+423.8% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 9.42% | 118.21%-108.8pp | 78.05%-68.6pp | 302.83%-293.4pp |
| Employer contribution / active EE | $27,569 | $2,711+916.8% | $2,075+1228.7% | $4,761+479.0% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $3,126-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3,630 | $7,383-50.8% | $5,230-30.6% | $11,246-67.7% |