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 | $1,582,683 | $138,044+1046.5% | $125,339+1162.7% | $134,475+1076.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 5.35% | 750.33%-745.0pp | 572.05%-566.7pp | 417.96%-412.6pp |
| Employer contribution / active EE | $31,365 | $5,243+498.2% | $4,814+551.6% | $4,740+561.8% |
| Participant deferral / active EE | $33,875 | $7,799+334.4% | $7,446+354.9% | $6,400+429.3% |
| Admin fee / account holder | $58,795 | $11,571+408.1% | $10,010+487.4% | $11,426+414.6% |