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 | $464,177 | $210,648+120.4% | $177,989+160.8% | $145,922+218.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.21% | 385.86%-375.6pp | 294.48%-284.3pp | 561.29%-551.1pp |
| Employer contribution / active EE | $18,312 | $4,565+301.2% | $3,949+363.8% | $4,660+293.0% |
| Participant deferral / active EE | $11,578 | $6,958+66.4% | $6,276+84.5% | $6,688+73.1% |
| Admin fee / account holder | $17,646 | $12,013+46.9% | $10,363+70.3% | $13,397+31.7% |