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 | $1,103,799 | $165,335+567.6% | $149,696+637.4% | $158,922+594.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.58% | 348.15%-328.6pp | 276.60%-257.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $31,023 | $5,103+508.0% | $4,644+568.0% | $4,761+551.6% |
| Participant deferral / active EE | $17,382 | $7,181+142.0% | $6,842+154.1% | $5,982+190.6% |
| Admin fee / account holder | $13,983 | $10,807+29.4% | $9,309+50.2% | $11,246+24.3% |