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 | $305,950 | $96,635+216.6% | $86,612+253.2% | $139,434+119.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.08% | 106.41%-83.3pp | 591.07%-568.0pp | 372.94%-349.9pp |
| Employer contribution / active EE | $12,869 | $3,263+294.4% | $3,022+325.8% | $4,751+170.9% |
| Participant deferral / active EE | $12,862 | $4,836+166.0% | $4,438+189.8% | $6,710+91.7% |
| Admin fee / account holder | $13,282 | $6,408+107.3% | $5,614+136.6% | $11,403+16.5% |