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 | $1,186,283 | $157,256+654.4% | $141,162+740.4% | $152,861+676.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 32.49% | 64.32%-31.8pp | 71.39%-38.9pp | 345.32%-312.8pp |
| Employer contribution / active EE | $18,200 | $5,261+245.9% | $4,735+284.4% | $4,762+282.2% |
| Participant deferral / active EE | $24,979 | $7,109+251.4% | $6,709+272.3% | $5,850+327.0% |
| Admin fee / account holder | $2,797 | $12,120-76.9% | $10,261-72.7% | $11,596-75.9% |