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 3-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 | $2,095,052 | $169,032+1139.4% | $129,207+1521.5% | $145,922+1335.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 28.99% | 14330.11%-14301.1pp | 9417.33%-9388.3pp | 561.29%-532.3pp |
| Employer contribution / active EE | $34,375 | $5,537+520.9% | $4,153+727.7% | $4,660+637.7% |
| Participant deferral / active EE | $26,750 | $4,987+436.4% | $4,168+541.9% | $6,688+300.0% |
| Admin fee / account holder | $18,582 | $9,954+86.7% | $7,715+140.9% | $13,397+38.7% |