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 | $1,596,577 | $74,888+2031.9% | $71,209+2142.1% | $142,382+1021.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.23% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $10,907 | $2,854+282.1% | $2,721+300.9% | $4,299+153.7% |
| Participant deferral / active EE | $28,996 | $4,454+551.0% | $4,175+594.5% | $6,507+345.6% |
| Admin fee / account holder | $3,120 | $5,568-44.0% | $5,349-41.7% | $12,624-75.3% |