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 | $794,806 | $165,984+378.8% | $164,813+382.2% | $145,922+444.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.86% | 100.03%-91.2pp | 69.93%-61.1pp | 561.29%-552.4pp |
| Employer contribution / active EE | $10,000 | $5,273+89.6% | $4,341+130.4% | $4,660+114.6% |
| Participant deferral / active EE | $17,429 | $6,959+150.5% | $6,031+189.0% | $6,688+160.6% |
| Admin fee / account holder | $110,181 | $16,648+561.8% | $12,690+768.3% | $13,397+722.4% |