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 8-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 | $2,076,489 | $94,338+2101.1% | $100,534+1965.5% | $142,382+1358.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 17.45% | 29.20%-11.7pp | 32.66%-15.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $38,637 | $4,237+811.9% | $4,346+788.9% | $4,299+798.7% |
| Participant deferral / active EE | $27,144 | $5,934+357.4% | $6,144+341.8% | $6,507+317.1% |
| Admin fee / account holder | $8,941 | $8,421+6.2% | $7,654+16.8% | $12,624-29.2% |