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 | $1,067,810 | $159,901+567.8% | $146,958+626.6% | $145,922+631.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $26,840 | $5,286+407.7% | $4,933+444.1% | $4,660+476.0% |
| Participant deferral / active EE | $36,937 | $8,428+338.3% | $8,070+357.7% | $6,688+452.3% |
| Admin fee / account holder | $79,071 | $15,044+425.6% | $12,998+508.3% | $13,397+490.2% |