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 | $1,378,199 | $209,832+556.8% | $189,513+627.2% | $167,490+722.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.29% | 748.27%-733.0pp | 555.15%-539.9pp | 478.56%-463.3pp |
| Employer contribution / active EE | $9,900 | $6,914+43.2% | $6,162+60.7% | $4,837+104.7% |
| Participant deferral / active EE | $8,976 | $8,935+0.5% | $8,221+9.2% | $6,341+41.5% |
| Admin fee / account holder | $42,500 | $14,293+197.3% | $12,045+252.8% | $12,309+245.3% |