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 | $467,161 | $198,466+135.4% | $170,442+174.1% | $147,584+216.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.96% | 257.29%-241.3pp | 205.93%-190.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $17,529 | $6,184+183.5% | $5,433+222.7% | $4,876+259.5% |
| Participant deferral / active EE | $17,529 | $5,629+211.4% | $4,939+254.9% | $5,439+222.3% |
| Admin fee / account holder | $73,839 | $16,852+338.2% | $13,880+432.0% | $10,885+578.3% |