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 | $1,049,444 | $114,381+817.5% | $107,525+876.0% | $142,382+637.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.90% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $30,712 | $4,015+665.0% | $3,754+718.2% | $4,299+614.4% |
| Participant deferral / active EE | $28,187 | $5,564+406.6% | $5,116+451.0% | $6,507+333.2% |
| Admin fee / account holder | $43,401 | $9,860+340.2% | $8,919+386.6% | $12,624+243.8% |