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 | $1,160,961 | $168,632+588.5% | $147,614+686.5% | $125,391+825.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.30% | 77.65%-78.9pp | 61.98%-63.3pp | 282.22%-283.5pp |
| Employer contribution / active EE | $35,000 | $6,252+459.8% | $5,564+529.0% | $4,866+619.3% |
| Participant deferral / active EE | $22,286 | $5,507+304.7% | $4,895+355.2% | $5,352+316.4% |
| Admin fee / account holder | $7,849 | $13,580-42.2% | $11,611-32.4% | $9,540-17.7% |