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 | $629,328 | $102,604+513.4% | $86,188+630.2% | $139,434+351.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.38% | 1922.51%-1906.1pp | 1168.45%-1152.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $12,661 | $3,032+317.5% | $2,380+431.9% | $4,751+166.5% |
| Participant deferral / active EE | $10,227 | $4,676+118.7% | $3,985+156.6% | $6,710+52.4% |
| Admin fee / account holder | $2,589 | $8,657-70.1% | $6,852-62.2% | $11,403-77.3% |