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 6-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 | $1,999,305 | $183,519+989.4% | $155,509+1185.7% | $145,922+1270.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 193.57% | 61.17%+132.4pp | 64.67%+128.9pp | 561.29%-367.7pp |
| Employer contribution / active EE | $13,075 | $5,313+146.1% | $4,672+179.8% | $4,660+180.6% |
| Participant deferral / active EE | $15,250 | $6,462+136.0% | $5,626+171.1% | $6,688+128.0% |
| Admin fee / account holder | $45,945 | $19,313+137.9% | $15,912+188.7% | $13,397+243.0% |