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 | $1,064,644 | $166,020+541.3% | $164,866+545.8% | $145,959+629.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.02% | 100.08%-84.1pp | 69.97%-53.9pp | 561.95%-545.9pp |
| Employer contribution / active EE | $18,291 | $5,275+246.8% | $4,343+321.2% | $4,661+292.4% |
| Participant deferral / active EE | $23,250 | $6,961+234.0% | $6,033+285.4% | $6,689+247.6% |
| Admin fee / account holder | $9,852 | $16,644-40.8% | $12,689-22.4% | $13,398-26.5% |