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 | $971,649 | $105,998+816.7% | $92,233+953.5% | $147,584+558.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.55% | 50.05%-29.5pp | 176.28%-155.7pp | 578.55%-558.0pp |
| Employer contribution / active EE | $6,170 | $4,333+42.4% | $3,679+67.7% | $4,876+26.5% |
| Participant deferral / active EE | $18,333 | $4,478+309.4% | $3,897+370.5% | $5,439+237.1% |
| Admin fee / account holder | $25,374 | $6,332+300.7% | $5,194+388.6% | $10,885+133.1% |