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 | $889,877 | $74,888+1088.3% | $71,209+1149.7% | $142,382+525.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.03% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $40,678 | $2,854+1325.1% | $2,721+1395.0% | $4,299+846.2% |
| Participant deferral / active EE | $26,298 | $4,454+490.4% | $4,175+529.9% | $6,507+304.1% |
| Admin fee / account holder | $90,639 | $5,568+1527.8% | $5,349+1594.6% | $12,624+618.0% |