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 | $1,106,412 | $165,335+569.2% | $149,696+639.1% | $158,922+596.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.46% | 348.15%-312.7pp | 276.60%-241.1pp | 302.83%-267.4pp |
| Employer contribution / active EE | $17,055 | $5,103+234.2% | $4,644+267.2% | $4,761+258.2% |
| Participant deferral / active EE | $16,833 | $7,181+134.4% | $6,842+146.0% | $5,982+181.4% |
| Admin fee / account holder | $202,406 | $10,807+1773.0% | $9,309+2074.4% | $11,246+1699.9% |