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 | $1,368,660 | $95,862+1327.7% | $79,550+1620.5% | $134,475+917.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.76% | -2.69%-11.1pp | 0.16%-13.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $18,434 | $3,128+489.3% | $2,413+663.9% | $4,740+288.9% |
| Participant deferral / active EE | $14,654 | $4,693+212.3% | $3,985+267.7% | $6,400+129.0% |
| Admin fee / account holder | $4,369 | $9,126-52.1% | $6,832-36.1% | $11,426-61.8% |