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 | $1,145,106 | $138,065+729.4% | $123,544+826.9% | $135,375+745.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.63% | 153.68%-152.1pp | 119.20%-117.6pp | 519.73%-518.1pp |
| Employer contribution / active EE | $26,577 | $5,151+415.9% | $4,628+474.3% | $4,779+456.1% |
| Participant deferral / active EE | $24,500 | $6,799+260.3% | $6,426+281.3% | $5,609+336.8% |
| Admin fee / account holder | $25,265 | $10,916+131.5% | $9,284+172.1% | $10,827+133.4% |