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 | $1,300,426 | $202,318+542.8% | $172,739+652.8% | $152,861+750.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.90% | 1029.65%-1002.7pp | 802.84%-775.9pp | 345.32%-318.4pp |
| Employer contribution / active EE | $20,945 | $5,856+257.7% | $5,143+307.3% | $4,762+339.8% |
| Participant deferral / active EE | $13,575 | $5,948+128.2% | $5,198+161.2% | $5,850+132.0% |
| Admin fee / account holder | $49,912 | $17,109+191.7% | $13,954+257.7% | $11,596+330.4% |