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 | $1,120,229 | $105,931+957.5% | $81,930+1267.3% | $158,922+604.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 11.83% | 38.17%-26.3pp | 29.49%-17.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $3,724 | $7,800-52.3% | $4,310-13.6% | $4,761-21.8% |
| Participant deferral / active EE | $17,333 | $13,003+33.3% | $7,107+143.9% | $5,982+189.8% |
| Admin fee / account holder | $1,971 | $8,489-76.8% | $5,158-61.8% | $11,246-82.5% |