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 | $533,052 | $105,998+402.9% | $92,233+477.9% | $147,584+261.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.17% | 50.05%-38.9pp | 176.28%-165.1pp | 578.55%-567.4pp |
| Employer contribution / active EE | $10,811 | $4,333+149.5% | $3,679+193.8% | $4,876+121.7% |
| Participant deferral / active EE | $11,168 | $4,478+149.4% | $3,897+186.6% | $5,439+105.3% |
| Admin fee / account holder | $539 | $6,332-91.5% | $5,194-89.6% | $10,885-95.1% |