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 | $417,601 | $105,998+294.0% | $92,233+352.8% | $147,584+183.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.54% | 50.05%-39.5pp | 176.28%-165.7pp | 578.55%-568.0pp |
| Employer contribution / active EE | $20,559 | $4,333+374.5% | $3,679+458.8% | $4,876+321.6% |
| Participant deferral / active EE | $13,000 | $4,478+190.3% | $3,897+233.6% | $5,439+139.0% |
| Admin fee / account holder | $16,680 | $6,332+163.4% | $5,194+221.2% | $10,885+53.2% |