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 | $651,746 | $183,519+255.1% | $155,509+319.1% | $145,922+346.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.50% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $47,940 | $5,313+802.4% | $4,672+926.0% | $4,660+928.8% |
| Participant deferral / active EE | $60,000 | $6,462+828.4% | $5,626+966.4% | $6,688+797.2% |
| Admin fee / account holder | $84,850 | $19,313+339.3% | $15,912+433.2% | $13,397+533.3% |