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 | $917,242 | $95,193+863.6% | $76,523+1098.6% | $135,375+577.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 6.79% | 4.85%+1.9pp | -0.27%+7.1pp | 519.73%-512.9pp |
| Employer contribution / active EE | $5,822 | $3,302+76.3% | $2,647+119.9% | $4,779+21.8% |
| Participant deferral / active EE | $16,600 | $4,639+257.8% | $3,835+332.8% | $5,609+196.0% |
| Admin fee / account holder | $14,123 | $6,249+126.0% | $4,848+191.3% | $10,827+30.4% |