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 7-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 | $986,499 | $85,202+1057.8% | $172,739+471.1% | $72,985+1251.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.55% | 27.32%-2.8pp | 802.84%-778.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $30,206 | $3,324+808.6% | $5,143+487.3% | $2,440+1138.0% |
| Participant deferral / active EE | $22,524 | $3,260+590.9% | $5,198+333.3% | $3,607+524.4% |
| Admin fee / account holder | $2,162 | $5,884-63.2% | $13,954-84.5% | $5,124-57.8% |