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 | $571,531 | $168,632+238.9% | $147,614+287.2% | $125,391+355.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.31% | 77.65%-78.0pp | 61.98%-62.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $14,258 | $6,252+128.0% | $5,564+156.2% | $4,866+193.0% |
| Participant deferral / active EE | $3,750 | $5,507-31.9% | $4,895-23.4% | $5,352-29.9% |
| Admin fee / account holder | $15,732 | $13,580+15.8% | $11,611+35.5% | $9,540+64.9% |