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 | $1,199,661 | $100,901+1088.9% | $75,670+1485.4% | $147,584+712.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 25.04% | 35.78%-10.7pp | 27.34%-2.3pp | 578.55%-553.5pp |
| Employer contribution / active EE | $10,386 | $3,253+219.2% | $2,352+341.6% | $4,876+113.0% |
| Participant deferral / active EE | $11,686 | $4,027+190.2% | $3,142+271.9% | $5,439+114.9% |
| Admin fee / account holder | $35,110 | $11,285+211.1% | $5,800+505.4% | $10,885+222.5% |