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 | $430,923 | $96,635+345.9% | $86,612+397.5% | $139,434+209.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.99% | 106.41%-82.4pp | 591.07%-567.1pp | 372.94%-348.9pp |
| Employer contribution / active EE | $28,135 | $3,263+762.2% | $3,022+830.9% | $4,751+492.2% |
| Participant deferral / active EE | $20,938 | $4,836+333.0% | $4,438+371.8% | $6,710+212.0% |
| Admin fee / account holder | $27,757 | $6,408+333.2% | $5,614+394.4% | $11,403+143.4% |