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 | $1,193,064 | $99,918+1094.0% | $81,382+1366.0% | $145,922+717.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.38% | 34.32%-15.9pp | 24.73%-6.4pp | 561.29%-542.9pp |
| Employer contribution / active EE | $46,000 | $2,978+1444.9% | $2,463+1767.8% | $4,660+887.2% |
| Participant deferral / active EE | $30,500 | $4,605+562.3% | $3,883+685.5% | $6,688+356.1% |
| Admin fee / account holder | $20,460 | $8,212+149.1% | $5,768+254.7% | $13,397+52.7% |