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 | $1,050,291 | $118,849+783.7% | $96,562+987.7% | $167,490+527.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.99% | 50.49%-37.5pp | 37.78%-24.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $9,265 | $3,120+197.0% | $2,356+293.2% | $4,837+91.5% |
| Participant deferral / active EE | $26,000 | $4,616+463.3% | $3,849+575.5% | $6,341+310.0% |
| Admin fee / account holder | $9,137 | $8,065+13.3% | $6,181+47.8% | $12,309-25.8% |