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 | $539,831 | $90,600+495.8% | $79,464+579.3% | $135,375+298.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.26% | 977.43%-970.2pp | 718.14%-710.9pp | 519.73%-512.5pp |
| Employer contribution / active EE | $9,967 | $3,068+224.9% | $2,800+255.9% | $4,779+108.6% |
| Participant deferral / active EE | $17,360 | $4,050+328.6% | $3,704+368.7% | $5,609+209.5% |
| Admin fee / account holder | $6,773 | $5,907+14.7% | $5,113+32.5% | $10,827-37.4% |