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 | $1,250,416 | $117,841+961.1% | $102,423+1120.8% | $145,922+756.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.95% | 31.65%-15.7pp | 29.32%-13.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $21,374 | $3,615+491.3% | $3,023+606.9% | $4,660+358.7% |
| Participant deferral / active EE | $17,838 | $5,731+211.3% | $5,053+253.0% | $6,688+166.7% |
| Admin fee / account holder | $34,689 | $13,326+160.3% | $9,451+267.0% | $13,397+158.9% |