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 | $1,121,438 | $100,773+1012.8% | $88,946+1160.8% | $142,382+687.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.48% | 70.18%-56.7pp | 57.82%-44.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $7,288 | $2,918+149.8% | $2,555+185.2% | $4,299+69.5% |
| Participant deferral / active EE | $15,184 | $5,230+190.3% | $4,581+231.4% | $6,507+133.3% |
| Admin fee / account holder | $5,514 | $9,693-43.1% | $8,261-33.3% | $12,624-56.3% |