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 | $1,399,597 | $172,111+713.2% | $150,298+831.2% | $137,256+919.7% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 14.87% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,771 | $4,636-61.8% | $4,154-57.4% | $4,156-57.4% |
| Participant deferral / active EE | $10,767 | $6,166+74.6% | $5,453+97.5% | $6,407+68.1% |
| Admin fee / account holder | $43,241 | $16,471+162.5% | $14,116+206.3% | $12,270+252.4% |