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 | $503,389 | $135,635+271.1% | $110,238+356.6% | $135,375+271.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.53% | 513.19%-507.7pp | 314.74%-309.2pp | 519.73%-514.2pp |
| Employer contribution / active EE | $21,927 | $4,906+346.9% | $3,826+473.0% | $4,779+358.9% |
| Participant deferral / active EE | $13,424 | $5,506+143.8% | $4,672+187.3% | $5,609+139.3% |
| Admin fee / account holder | $2,443 | $11,457-78.7% | $8,547-71.4% | $10,827-77.4% |