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 | $1,071,218 | $183,963+482.3% | $162,163+560.6% | $152,861+600.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.05% | 150.76%-136.7pp | 115.59%-101.5pp | 345.32%-331.3pp |
| Employer contribution / active EE | $3,334 | $6,371-47.7% | $5,614-40.6% | $4,762-30.0% |
| Participant deferral / active EE | $17,530 | $8,034+118.2% | $7,298+140.2% | $5,850+199.6% |
| Admin fee / account holder | $12,994 | $13,121-1.0% | $10,843+19.8% | $11,596+12.0% |