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 | $1,408,791 | $209,336+573.0% | $197,124+614.7% | $137,256+926.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.85% | 48.09%-34.2pp | 44.34%-30.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,900 | $6,591-56.0% | $6,227-53.4% | $4,156-30.2% |
| Participant deferral / active EE | $11,250 | $9,614+17.0% | $9,135+23.2% | $6,407+75.6% |
| Admin fee / account holder | $30,125 | $17,308+74.1% | $16,298+84.8% | $12,270+145.5% |