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 | $2,267,401 | $152,509+1386.7% | $117,472+1830.2% | $134,475+1586.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -8.30% | 52.99%-61.3pp | 29.74%-38.0pp | 417.96%-426.3pp |
| Employer contribution / active EE | $40,500 | $5,571+627.0% | $4,176+869.8% | $4,740+754.5% |
| Participant deferral / active EE | $22,667 | $4,818+370.5% | $4,070+456.9% | $6,400+254.2% |
| Admin fee / account holder | $51,158 | $7,004+630.4% | $5,645+806.3% | $11,426+347.7% |