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 | $1,335,642 | $106,584+1153.1% | $101,326+1218.2% | $142,382+838.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.01% | 36.93%-19.9pp | 36.82%-19.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,787 | $3,956-54.8% | $3,665-51.2% | $4,299-58.4% |
| Participant deferral / active EE | $5,191 | $8,297-37.4% | $7,994-35.1% | $6,507-20.2% |
| Admin fee / account holder | $5,782 | $11,446-49.5% | $11,185-48.3% | $12,624-54.2% |