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 | $87,166+1683.4% | $76,735+1925.8% | $137,256+1032.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.33% | 26.50%-11.2pp | 29.77%-14.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $858 | $2,904-70.5% | $2,454-65.0% | $4,156-79.4% |
| Participant deferral / active EE | $30,042 | $4,726+535.7% | $4,088+634.9% | $6,407+368.9% |
| Admin fee / account holder | $6,110 | $8,403-27.3% | $7,189-15.0% | $12,270-50.2% |