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 9-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 | $508,219 | $99,921+408.6% | $85,009+497.8% | $145,959+248.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.15% | 83.89%-66.7pp | 66.47%-49.3pp | 561.95%-544.8pp |
| Employer contribution / active EE | $22,944 | $3,233+609.7% | $2,728+741.0% | $4,661+392.3% |
| Participant deferral / active EE | $22,944 | $5,293+333.5% | $4,522+407.4% | $6,689+243.0% |
| Admin fee / account holder | $17,541 | $7,252+141.9% | $6,153+185.1% | $13,398+30.9% |