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 | $639,343 | $74,888+753.7% | $71,209+797.8% | $142,382+349.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.59% | 345.14%-330.5pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $10,159 | $2,854+255.9% | $2,721+273.3% | $4,299+136.3% |
| Participant deferral / active EE | $19,601 | $4,454+340.0% | $4,175+369.5% | $6,507+201.2% |
| Admin fee / account holder | $40,429 | $5,568+626.1% | $5,349+655.9% | $12,624+220.3% |