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 | $1,157,850 | $96,305+1102.3% | $80,569+1337.1% | $139,434+730.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.63% | 1350.08%-1334.5pp | 935.43%-919.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $18,635 | $3,262+471.3% | $2,723+584.2% | $4,751+292.2% |
| Participant deferral / active EE | $15,000 | $5,232+186.7% | $4,447+237.3% | $6,710+123.5% |
| Admin fee / account holder | $6,760 | $6,599+2.5% | $5,377+25.7% | $11,403-40.7% |