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 | $1,076,879 | $110,809+871.8% | $86,874+1139.6% | $167,490+543.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 11.71% | 116.98%-105.3pp | 63.52%-51.8pp | 478.56%-466.8pp |
| Employer contribution / active EE | $16,925 | $3,244+421.8% | $2,495+578.2% | $4,837+249.9% |
| Participant deferral / active EE | $22,750 | $4,546+400.4% | $3,699+515.0% | $6,341+258.8% |
| Admin fee / account holder | $24,329 | $8,415+189.1% | $5,828+317.5% | $12,309+97.7% |