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 6-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 | $466,017 | $96,635+382.2% | $86,612+438.0% | $139,434+234.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.30% | 106.41%-89.1pp | 591.07%-573.8pp | 372.94%-355.6pp |
| Employer contribution / active EE | $13,400 | $3,263+310.7% | $3,022+343.3% | $4,751+182.1% |
| Participant deferral / active EE | $13,400 | $4,836+177.1% | $4,438+202.0% | $6,710+99.7% |
| Admin fee / account holder | $5,512 | $6,408-14.0% | $5,614-1.8% | $11,403-51.7% |