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 | $1,119,815 | $140,940+694.5% | $112,229+897.8% | $139,434+703.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.39% | 32.71%-12.3pp | 30.20%-9.8pp | 372.94%-352.6pp |
| Employer contribution / active EE | $32,562 | $4,283+660.2% | $3,430+849.3% | $4,751+585.4% |
| Participant deferral / active EE | $21,125 | $5,874+259.6% | $4,798+340.3% | $6,710+214.8% |
| Admin fee / account holder | $17,010 | $9,954+70.9% | $7,748+119.5% | $11,403+49.2% |