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 | $1,017,861 | $157,256+547.3% | $141,162+621.1% | $152,861+565.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.58% | 64.32%-48.7pp | 71.39%-55.8pp | 345.32%-329.7pp |
| Employer contribution / active EE | $17,834 | $5,261+239.0% | $4,735+276.6% | $4,762+274.5% |
| Participant deferral / active EE | $9,060 | $7,109+27.4% | $6,709+35.0% | $5,850+54.9% |
| Admin fee / account holder | $99,167 | $12,120+718.2% | $10,261+866.4% | $11,596+755.1% |