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 | $619,256 | $109,327+466.4% | $89,391+592.8% | $158,922+289.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.67% | 345.68%-335.0pp | 245.62%-234.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $21,422 | $3,170+575.8% | $2,586+728.5% | $4,761+349.9% |
| Participant deferral / active EE | $14,114 | $4,598+206.9% | $3,890+262.8% | $5,982+135.9% |
| Admin fee / account holder | $13,088 | $6,153+112.7% | $4,881+168.1% | $11,246+16.4% |