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 | $1,447,745 | $105,126+1277.2% | $94,646+1429.6% | $139,434+938.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 69.35% | 38.03%+31.3pp | 156.71%-87.4pp | 372.94%-303.6pp |
| Employer contribution / active EE | $8,000 | $4,106+94.9% | $3,672+117.9% | $4,751+68.4% |
| Participant deferral / active EE | $15,000 | $7,599+97.4% | $7,418+102.2% | $6,710+123.5% |
| Admin fee / account holder | $30,530 | $8,984+239.8% | $7,231+322.2% | $11,403+167.7% |