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 | $523,644 | $150,187+248.7% | $120,354+335.1% | $145,922+258.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 19.32% | 154.07%-134.7pp | 107.15%-87.8pp | 561.29%-542.0pp |
| Employer contribution / active EE | $4,950 | $4,348+13.9% | $3,463+43.0% | $4,660+6.2% |
| Participant deferral / active EE | $13,338 | $6,173+116.1% | $4,991+167.2% | $6,688+99.4% |
| Admin fee / account holder | $4,949 | $12,207-59.5% | $9,423-47.5% | $13,397-63.1% |