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 | $1,962,341 | $90,503+2068.3% | $78,689+2393.8% | $273,961+616.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 39.77% | 75.60%-35.8pp | 62.18%-22.4pp | 41.45%-1.7pp |
| Employer contribution / active EE | $1,155 | $3,176-63.6% | $2,851-59.5% | $4,869-76.3% |
| Participant deferral / active EE | $11,667 | $3,901+199.1% | $3,517+231.7% | $5,287+120.7% |
| Admin fee / account holder | $416 | $5,263-92.1% | $4,510-90.8% | $10,132-95.9% |