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 | $1,344,173 | $106,890+1157.5% | $84,015+1499.9% | $152,861+779.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.19% | 104.99%-86.8pp | 71.31%-53.1pp | 345.32%-327.1pp |
| Employer contribution / active EE | $39,633 | $2,734+1349.5% | $1,983+1898.2% | $4,762+732.2% |
| Participant deferral / active EE | $3,342 | $4,011-16.7% | $3,239+3.2% | $5,850-42.9% |
| Admin fee / account holder | $2,308 | $8,285-72.1% | $6,101-62.2% | $11,596-80.1% |