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 | $1,025,386 | $126,574+710.1% | $106,213+865.4% | $145,922+602.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.62% | 224.79%-207.2pp | 116.14%-98.5pp | 561.29%-543.7pp |
| Employer contribution / active EE | $42,424 | $3,730+1037.3% | $3,171+1237.7% | $4,660+810.5% |
| Participant deferral / active EE | $19,660 | $5,724+243.5% | $5,016+292.0% | $6,688+194.0% |
| Admin fee / account holder | $924 | $17,304-94.7% | $11,033-91.6% | $13,397-93.1% |