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 | $573,554 | $166,020+245.5% | $164,866+247.9% | $145,959+293.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.71% | 100.08%-90.4pp | 69.97%-60.3pp | 561.95%-552.2pp |
| Employer contribution / active EE | $32,910 | $5,275+523.9% | $4,343+657.8% | $4,661+606.1% |
| Participant deferral / active EE | $21,228 | $6,961+205.0% | $6,033+251.9% | $6,689+217.4% |
| Admin fee / account holder | $2,752 | $16,644-83.5% | $12,689-78.3% | $13,398-79.5% |