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 | $1,300,376 | $176,056+638.6% | $159,436+715.6% | $167,490+676.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.94% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $17,398 | $5,297+228.4% | $4,829+260.2% | $4,837+259.6% |
| Participant deferral / active EE | $9,747 | $7,750+25.8% | $7,352+32.6% | $6,341+53.7% |
| Admin fee / account holder | $30,352 | $12,554+141.8% | $10,799+181.1% | $12,309+146.6% |