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 | $2,838,095 | $176,377+1509.1% | $134,143+2015.7% | $158,922+1685.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.83% | 63.63%-46.8pp | 36.33%-19.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $34,750 | $5,040+589.4% | $3,704+838.2% | $4,761+629.9% |
| Participant deferral / active EE | $0 | $4,091-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $92,493 | $8,718+961.0% | $6,684+1283.7% | $11,246+722.5% |