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 | $731,933 | $183,963+297.9% | $162,163+351.4% | $152,861+378.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.71% | 150.76%-130.1pp | 115.59%-94.9pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,485 | $6,371-61.0% | $5,614-55.7% | $4,762-47.8% |
| Participant deferral / active EE | $5,975 | $8,034-25.6% | $7,298-18.1% | $5,850+2.1% |
| Admin fee / account holder | $24,000 | $13,121+82.9% | $10,843+121.3% | $11,596+107.0% |