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 | $520,064 | $165,912+213.5% | $122,332+325.1% | $147,584+252.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.83% | 34.55%-20.7pp | 30.27%-16.4pp | 578.55%-564.7pp |
| Employer contribution / active EE | $21,063 | $5,754+266.0% | $4,050+420.0% | $4,876+331.9% |
| Participant deferral / active EE | $18,750 | $4,005+368.1% | $3,287+470.5% | $5,439+244.8% |
| Admin fee / account holder | $5,036 | $7,424-32.2% | $5,478-8.1% | $10,885-53.7% |