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 | $1,033,057 | $110,809+832.3% | $86,874+1089.1% | $167,490+516.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 14.18% | 116.98%-102.8pp | 63.52%-49.3pp | 478.56%-464.4pp |
| Employer contribution / active EE | $10,908 | $3,244+236.3% | $2,495+337.1% | $4,837+125.5% |
| Participant deferral / active EE | $1,920 | $4,546-57.8% | $3,699-48.1% | $6,341-69.7% |
| Admin fee / account holder | $3,579 | $8,415-57.5% | $5,828-38.6% | $12,309-70.9% |