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 | $1,539,530 | $159,901+862.8% | $146,958+947.6% | $145,922+955.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.90% | 98.13%-72.2pp | 418.34%-392.4pp | 561.29%-535.4pp |
| Employer contribution / active EE | $21,751 | $5,286+311.5% | $4,933+340.9% | $4,660+366.8% |
| Participant deferral / active EE | $17,501 | $8,428+107.6% | $8,070+116.9% | $6,688+161.7% |
| Admin fee / account holder | $5,942 | $15,044-60.5% | $12,998-54.3% | $13,397-55.6% |