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 | $614,215 | $150,187+309.0% | $120,354+410.3% | $145,922+320.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.89% | 154.07%-136.2pp | 107.15%-89.3pp | 561.29%-543.4pp |
| Employer contribution / active EE | $25,202 | $4,348+479.7% | $3,463+627.8% | $4,660+440.9% |
| Participant deferral / active EE | $30,500 | $6,173+394.1% | $4,991+511.1% | $6,688+356.1% |
| Admin fee / account holder | $5,542 | $12,207-54.6% | $9,423-41.2% | $13,397-58.6% |