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 | $288,806 | $74,888+285.6% | $71,209+305.6% | $142,382+102.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.90% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $16,164 | $2,854+466.3% | $2,721+494.1% | $4,299+276.0% |
| Participant deferral / active EE | $21,419 | $4,454+380.9% | $4,175+413.0% | $6,507+229.2% |
| Admin fee / account holder | $231,901 | $5,568+4064.6% | $5,349+4235.6% | $12,624+1737.0% |