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 | $761,666 | $183,963+314.0% | $162,163+369.7% | $152,861+398.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 48.22% | 150.76%-102.5pp | 115.59%-67.4pp | 345.32%-297.1pp |
| Employer contribution / active EE | $23,861 | $6,371+274.5% | $5,614+325.0% | $4,762+401.0% |
| Participant deferral / active EE | $18,500 | $8,034+130.3% | $7,298+153.5% | $5,850+216.2% |
| Admin fee / account holder | $126,618 | $13,121+865.0% | $10,843+1067.8% | $11,596+991.9% |