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 | $414,320 | $105,998+290.9% | $92,233+349.2% | $147,584+180.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.16% | 50.05%-38.9pp | 176.28%-165.1pp | 578.55%-567.4pp |
| Employer contribution / active EE | $11,659 | $4,333+169.1% | $3,679+216.9% | $4,876+139.1% |
| Participant deferral / active EE | $6,681 | $4,478+49.2% | $3,897+71.5% | $5,439+22.8% |
| Admin fee / account holder | $12,905 | $6,332+103.8% | $5,194+148.5% | $10,885+18.6% |