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 | $1,798,108 | $106,584+1587.0% | $101,326+1674.6% | $142,382+1162.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.48% | 36.93%-18.4pp | 36.82%-18.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $36,000 | $3,956+810.0% | $3,665+882.2% | $4,299+737.4% |
| Participant deferral / active EE | $29,750 | $8,297+258.6% | $7,994+272.2% | $6,507+357.2% |
| Admin fee / account holder | $12,007 | $11,446+4.9% | $11,185+7.3% | $12,624-4.9% |