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 | $502,048 | $183,519+173.6% | $155,509+222.8% | $145,922+244.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.29% | 61.17%-42.9pp | 64.67%-46.4pp | 561.29%-543.0pp |
| Employer contribution / active EE | $15,872 | $5,313+198.8% | $4,672+239.7% | $4,660+240.6% |
| Participant deferral / active EE | $9,045 | $6,462+40.0% | $5,626+60.8% | $6,688+35.2% |
| Admin fee / account holder | $9,955 | $19,313-48.5% | $15,912-37.4% | $13,397-25.7% |