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 8-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 | $754,591 | $96,635+680.9% | $86,612+771.2% | $139,434+441.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.99% | 106.41%-91.4pp | 591.07%-576.1pp | 372.94%-358.0pp |
| Employer contribution / active EE | $17,192 | $3,263+426.9% | $3,022+468.8% | $4,751+261.9% |
| Participant deferral / active EE | $7,052 | $4,836+45.8% | $4,438+58.9% | $6,710+5.1% |
| Admin fee / account holder | $1,972 | $6,408-69.2% | $5,614-64.9% | $11,403-82.7% |