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 | $442,775 | $74,888+491.2% | $71,209+521.8% | $142,382+211.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.11% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $11,000 | $2,854+285.4% | $2,721+304.3% | $4,299+155.9% |
| Participant deferral / active EE | $22,042 | $4,454+394.8% | $4,175+427.9% | $6,507+238.7% |
| Admin fee / account holder | $27,900 | $5,568+401.1% | $5,349+421.6% | $12,624+121.0% |