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 | $1,841,624 | $148,534+1139.9% | $135,903+1255.1% | $139,434+1220.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.73% | 79.19%-56.5pp | 68.23%-45.5pp | 372.94%-350.2pp |
| Employer contribution / active EE | $22,178 | $5,243+323.0% | $4,856+356.7% | $4,751+366.8% |
| Participant deferral / active EE | $20,000 | $8,100+146.9% | $7,758+157.8% | $6,710+198.1% |
| Admin fee / account holder | $2,729 | $12,400-78.0% | $10,762-74.6% | $11,403-76.1% |