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 | $1,011,249 | $52,279+1834.3% | $89,391+1031.3% | $79,858+1166.3% |
| Participation rate | 97.4% | 57.5%+39.8pp | 68.0%+29.4pp | 69.6%+27.7pp |
| Annual return | 19.98% | 22.16%-2.2pp | 245.62%-225.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $6,128 | $1,572+289.9% | $2,586+137.0% | $2,471+148.0% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,426 | $3,356+2.1% | $4,881-29.8% | $5,306-35.4% |