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 | $1,183,898 | $157,256+652.8% | $141,162+738.7% | $152,861+674.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.95% | 64.32%-37.4pp | 71.39%-44.4pp | 345.32%-318.4pp |
| Employer contribution / active EE | $16,500 | $5,261+213.6% | $4,735+248.5% | $4,762+246.5% |
| Participant deferral / active EE | $15,807 | $7,109+122.3% | $6,709+135.6% | $5,850+170.2% |
| Admin fee / account holder | $120,675 | $12,120+895.7% | $10,261+1076.0% | $11,596+940.6% |