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 | $652,040 | $158,398+311.6% | $126,539+415.3% | $142,382+357.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.68% | 593.76%-580.1pp | 425.95%-412.3pp | 217.08%-203.4pp |
| Employer contribution / active EE | $17,059 | $4,650+266.9% | $3,674+364.3% | $4,299+296.8% |
| Participant deferral / active EE | $11,197 | $4,767+134.9% | $4,083+174.3% | $6,507+72.1% |
| Admin fee / account holder | $12,490 | $6,918+80.5% | $6,065+106.0% | $12,624-1.1% |