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 | $1,426,236 | $104,974+1258.7% | $95,585+1392.1% | $142,382+901.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.06% | 210.33%-187.3pp | 38.56%-15.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $20,213 | $2,779+627.5% | $2,527+700.0% | $4,299+370.2% |
| Participant deferral / active EE | $15,500 | $4,352+256.2% | $4,023+285.3% | $6,507+138.2% |
| Admin fee / account holder | $15,723 | $6,386+146.2% | $6,127+156.6% | $12,624+24.6% |