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 5-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 | $1,536,271 | $175,202+776.9% | $149,673+926.4% | $139,434+1001.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 32.45% | 166.71%-134.3pp | 134.42%-102.0pp | 372.94%-340.5pp |
| Employer contribution / active EE | $41,574 | $5,474+659.4% | $4,818+762.9% | $4,751+775.1% |
| Participant deferral / active EE | $30,000 | $6,519+360.2% | $5,680+428.2% | $6,710+347.1% |
| Admin fee / account holder | $1,042 | $16,150-93.6% | $13,210-92.1% | $11,403-90.9% |