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 | $958,521 | $165,984+477.5% | $164,813+481.6% | $145,922+556.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.95% | 100.03%-85.1pp | 69.93%-55.0pp | 561.29%-546.3pp |
| Employer contribution / active EE | $20,355 | $5,273+286.0% | $4,341+368.9% | $4,660+336.8% |
| Participant deferral / active EE | $12,563 | $6,959+80.5% | $6,031+108.3% | $6,688+87.8% |
| Admin fee / account holder | $125,916 | $16,648+656.4% | $12,690+892.3% | $13,397+839.9% |