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 | $2,252,775 | $176,056+1179.6% | $159,436+1313.0% | $167,490+1245.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.81% | 331.75%-310.9pp | 263.57%-242.8pp | 478.56%-457.7pp |
| Employer contribution / active EE | $23,308 | $5,297+340.0% | $4,829+382.6% | $4,837+381.8% |
| Participant deferral / active EE | $22,420 | $7,750+189.3% | $7,352+205.0% | $6,341+253.6% |
| Admin fee / account holder | $31,468 | $12,554+150.7% | $10,799+191.4% | $12,309+155.6% |