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 | $1,045,812 | $175,202+496.9% | $149,673+598.7% | $139,434+650.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.27% | 166.71%-145.4pp | 134.42%-113.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $32,807 | $5,474+499.3% | $4,818+581.0% | $4,751+590.6% |
| Participant deferral / active EE | $19,586 | $6,519+200.5% | $5,680+244.8% | $6,710+191.9% |
| Admin fee / account holder | $2,501 | $16,150-84.5% | $13,210-81.1% | $11,403-78.1% |