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 | $1,138,334 | $108,919+945.1% | $100,391+1033.9% | $145,922+680.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.49% | 57.88%-47.4pp | 49.20%-38.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $46,000 | $4,419+940.9% | $3,942+1067.0% | $4,660+887.2% |
| Participant deferral / active EE | $20,333 | $8,445+140.8% | $8,082+151.6% | $6,688+204.0% |
| Admin fee / account holder | $4,741 | $9,689-51.1% | $7,899-40.0% | $13,397-64.6% |