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 | $755,914 | $210,648+258.9% | $177,989+324.7% | $145,922+418.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.95% | 385.86%-373.9pp | 294.48%-282.5pp | 561.29%-549.3pp |
| Employer contribution / active EE | $29,517 | $4,565+546.7% | $3,949+647.5% | $4,660+533.5% |
| Participant deferral / active EE | $18,670 | $6,958+168.3% | $6,276+197.5% | $6,688+179.2% |
| Admin fee / account holder | $6,596 | $12,013-45.1% | $10,363-36.4% | $13,397-50.8% |