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 | $1,227,038 | $104,664+1072.4% | $85,682+1332.1% | $167,490+632.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.51% | 21.45%-5.9pp | 21.49%-6.0pp | 478.56%-463.1pp |
| Employer contribution / active EE | $19,705 | $3,337+490.5% | $2,618+652.6% | $4,837+307.3% |
| Participant deferral / active EE | $15,483 | $4,824+220.9% | $3,923+294.7% | $6,341+144.2% |
| Admin fee / account holder | $836 | $10,032-91.7% | $6,873-87.8% | $12,309-93.2% |