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 | $1,005,613 | $177,572+466.3% | $154,803+549.6% | $142,382+606.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.43% | 65.07%-52.6pp | 58.88%-46.5pp | 217.08%-204.6pp |
| Employer contribution / active EE | $10,580 | $4,810+119.9% | $4,305+145.7% | $4,299+146.1% |
| Participant deferral / active EE | $15,250 | $6,272+143.2% | $5,540+175.2% | $6,507+134.4% |
| Admin fee / account holder | $58,215 | $16,786+246.8% | $14,329+306.3% | $12,624+361.2% |