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 | $688,915 | $84,696+713.4% | $75,696+810.1% | $167,490+311.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.71% | 199.36%-189.7pp | 104.53%-94.8pp | 478.56%-468.9pp |
| Employer contribution / active EE | $23,500 | $3,230+627.6% | $2,743+756.8% | $4,837+385.8% |
| Participant deferral / active EE | $2,333 | $4,580-49.1% | $3,821-38.9% | $6,341-63.2% |
| Admin fee / account holder | $10,378 | $5,355+93.8% | $3,619+186.8% | $12,309-15.7% |