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 | $1,060,749 | $95,416+1011.7% | $185,823+470.8% | $85,850+1135.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.57% | 23.59%-8.0pp | 122.05%-106.5pp | 318.53%-303.0pp |
| Employer contribution / active EE | $32,664 | $3,314+885.7% | $5,167+532.1% | $2,565+1173.4% |
| Participant deferral / active EE | $18,988 | $3,423+454.6% | $5,568+241.0% | $3,952+380.5% |
| Admin fee / account holder | $104,482 | $7,213+1348.6% | $16,237+543.5% | $6,260+1569.1% |