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 | $1,129,572 | $167,484+574.4% | $151,611+645.0% | $134,475+740.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.45% | 7.80%-15.3pp | 3.33%-10.8pp | 417.96%-425.4pp |
| Employer contribution / active EE | $3,409 | $6,829-50.1% | $6,166-44.7% | $4,740-28.1% |
| Participant deferral / active EE | $18,912 | $8,986+110.5% | $8,363+126.1% | $6,400+195.5% |
| Admin fee / account holder | $39,463 | $13,783+186.3% | $11,616+239.7% | $11,426+245.4% |