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 | $780,277 | $210,648+270.4% | $177,989+338.4% | $145,922+434.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.94% | 385.86%-373.9pp | 294.48%-282.5pp | 561.29%-549.3pp |
| Employer contribution / active EE | $14,340 | $4,565+214.2% | $3,949+263.2% | $4,660+207.8% |
| Participant deferral / active EE | $7,625 | $6,958+9.6% | $6,276+21.5% | $6,688+14.0% |
| Admin fee / account holder | $2,241 | $12,013-81.3% | $10,363-78.4% | $13,397-83.3% |