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 | $1,852,994 | $96,635+1817.5% | $86,612+2039.4% | $139,434+1228.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.90% | 106.41%-79.5pp | 591.07%-564.2pp | 372.94%-346.0pp |
| Employer contribution / active EE | $1,686 | $3,263-48.3% | $3,022-44.2% | $4,751-64.5% |
| Participant deferral / active EE | $6,500 | $4,836+34.4% | $4,438+46.5% | $6,710-3.1% |
| Admin fee / account holder | $69,387 | $6,408+982.8% | $5,614+1135.9% | $11,403+508.5% |