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 | $1,649,597 | $95,266+1631.6% | $82,389+1902.2% | $142,382+1058.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.15% | 25.74%-2.6pp | 28.67%-5.5pp | 217.08%-193.9pp |
| Employer contribution / active EE | $30,315 | $2,991+913.5% | $2,517+1104.4% | $4,299+605.2% |
| Participant deferral / active EE | $12,221 | $4,809+154.1% | $4,155+194.2% | $6,507+87.8% |
| Admin fee / account holder | $3,460 | $8,563-59.6% | $7,231-52.1% | $12,624-72.6% |