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 | $3,643,128 | $99,020+3579.2% | $86,590+4107.3% | $147,584+2368.5% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 27.04% | 1312.34%-1285.3pp | 964.84%-937.8pp | 578.55%-551.5pp |
| Employer contribution / active EE | $844 | $3,132-73.1% | $2,839-70.3% | $4,876-82.7% |
| Participant deferral / active EE | $7,516 | $3,972+89.2% | $3,609+108.3% | $5,439+38.2% |
| Admin fee / account holder | $5,629 | $5,710-1.4% | $4,906+14.7% | $10,885-48.3% |