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 | $1,264,350 | $157,256+704.0% | $141,162+795.7% | $152,861+727.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.36% | 64.32%-49.0pp | 71.39%-56.0pp | 345.32%-330.0pp |
| Employer contribution / active EE | $4,726 | $5,261-10.2% | $4,735-0.2% | $4,762-0.8% |
| Participant deferral / active EE | $8,700 | $7,109+22.4% | $6,709+29.7% | $5,850+48.7% |
| Admin fee / account holder | $105,450 | $12,120+770.0% | $10,261+927.7% | $11,596+809.3% |