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 9-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 | $415,286 | $99,921+315.6% | $85,009+388.5% | $145,959+184.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.87% | 83.89%-68.0pp | 66.47%-50.6pp | 561.95%-546.1pp |
| Employer contribution / active EE | $28,230 | $3,233+773.2% | $2,728+934.7% | $4,661+505.7% |
| Participant deferral / active EE | $16,363 | $5,293+209.1% | $4,522+261.9% | $6,689+144.6% |
| Admin fee / account holder | $3,648 | $7,252-49.7% | $6,153-40.7% | $13,398-72.8% |