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 | $1,184,312 | $159,901+640.7% | $146,958+705.9% | $145,922+711.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.37% | 98.13%-79.8pp | 418.34%-400.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $24,406 | $5,286+361.7% | $4,933+394.7% | $4,660+423.8% |
| Participant deferral / active EE | $2,697 | $8,428-68.0% | $8,070-66.6% | $6,688-59.7% |
| Admin fee / account holder | $439,442 | $15,044+2821.1% | $12,998+3280.8% | $13,397+3180.2% |