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 | $1,138,740 | $126,574+799.7% | $106,213+972.1% | $145,922+680.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.00% | 224.79%-211.8pp | 116.14%-103.1pp | 561.29%-548.3pp |
| Employer contribution / active EE | $30,000 | $3,730+704.2% | $3,171+845.9% | $4,660+543.8% |
| Participant deferral / active EE | $23,167 | $5,724+304.8% | $5,016+361.9% | $6,688+246.4% |
| Admin fee / account holder | $32,797 | $17,304+89.5% | $11,033+197.3% | $13,397+144.8% |