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 | $970,212 | $156,846+518.6% | $121,098+701.2% | $139,434+595.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.85% | 1474.56%-1461.7pp | 985.75%-972.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $12,000 | $5,536+116.8% | $4,164+188.2% | $4,751+152.6% |
| Participant deferral / active EE | $30,000 | $4,844+519.3% | $4,080+635.4% | $6,710+347.1% |
| Admin fee / account holder | $5,894 | $6,946-15.1% | $5,644+4.4% | $11,403-48.3% |