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 | $4,151,026 | $217,402+1809.4% | $185,823+2133.9% | $167,490+2378.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 41.19% | 148.36%-107.2pp | 122.05%-80.9pp | 478.56%-437.4pp |
| Employer contribution / active EE | $14,838 | $5,873+152.6% | $5,167+187.1% | $4,837+206.7% |
| Participant deferral / active EE | $21,475 | $6,356+237.8% | $5,568+285.7% | $6,341+238.6% |
| Admin fee / account holder | $37,538 | $19,811+89.5% | $16,237+131.2% | $12,309+205.0% |