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 | $1,562,661 | $126,574+1134.6% | $106,213+1371.3% | $145,922+970.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.27% | 224.79%-205.5pp | 116.14%-96.9pp | 561.29%-542.0pp |
| Employer contribution / active EE | $20,333 | $3,730+445.1% | $3,171+541.1% | $4,660+336.4% |
| Participant deferral / active EE | $17,467 | $5,724+205.2% | $5,016+248.2% | $6,688+161.2% |
| Admin fee / account holder | $39,977 | $17,304+131.0% | $11,033+262.3% | $13,397+198.4% |