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 | $2,297,559 | $115,882+1882.7% | $100,516+2185.8% | $158,922+1345.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.53% | 34.79%-16.3pp | 30.89%-12.4pp | 302.83%-284.3pp |
| Employer contribution / active EE | $34,536 | $4,103+741.7% | $3,418+910.6% | $4,761+625.4% |
| Participant deferral / active EE | $26,000 | $6,674+289.6% | $6,270+314.7% | $5,982+334.6% |
| Admin fee / account holder | $18,170 | $10,995+65.2% | $8,081+124.8% | $11,246+61.6% |