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 | $1,554,485 | $95,266+1531.7% | $82,389+1786.8% | $142,382+991.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.33% | 25.74%-10.4pp | 28.67%-13.3pp | 217.08%-201.7pp |
| Employer contribution / active EE | $858 | $2,991-71.3% | $2,517-65.9% | $4,299-80.0% |
| Participant deferral / active EE | $30,042 | $4,809+524.7% | $4,155+623.1% | $6,507+361.7% |
| Admin fee / account holder | $6,110 | $8,563-28.6% | $7,231-15.5% | $12,624-51.6% |