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 | $603,002 | $180,749+233.6% | $160,784+275.0% | $137,256+339.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.83% | 2234.46%-2220.6pp | 1803.92%-1790.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,572 | $4,155+10.0% | $3,733+22.5% | $4,156+10.0% |
| Participant deferral / active EE | $16,910 | $6,844+147.1% | $6,293+168.7% | $6,407+163.9% |
| Admin fee / account holder | $57,068 | $10,397+448.9% | $9,717+487.3% | $12,270+365.1% |