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 | $1,945,041 | $185,200+950.2% | $142,863+1261.5% | $167,490+1061.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 17.39% | 8555.70%-8538.3pp | 5637.54%-5620.1pp | 478.56%-461.2pp |
| Employer contribution / active EE | $22,145 | $5,604+295.1% | $4,144+434.4% | $4,837+357.8% |
| Participant deferral / active EE | $18,228 | $4,494+305.6% | $3,837+375.0% | $6,341+187.4% |
| Admin fee / account holder | $15,341 | $8,031+91.0% | $6,560+133.8% | $12,309+24.6% |