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 | $1,034,067 | $198,466+421.0% | $170,442+506.7% | $147,584+600.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.65% | 257.29%-244.6pp | 205.93%-193.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $32,000 | $6,184+417.5% | $5,433+489.0% | $4,876+556.2% |
| Participant deferral / active EE | $16,667 | $5,629+196.1% | $4,939+237.4% | $5,439+206.4% |
| Admin fee / account holder | $259,478 | $16,852+1439.8% | $13,880+1769.4% | $10,885+2283.8% |