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 | $100,970+1222.8% | $96,576+1283.0% | $137,256+873.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.01% | 38.16%-21.1pp | 38.47%-21.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,787 | $3,809-53.1% | $3,553-49.7% | $4,156-57.0% |
| Participant deferral / active EE | $5,191 | $8,286-37.4% | $7,956-34.8% | $6,407-19.0% |
| Admin fee / account holder | $5,782 | $11,312-48.9% | $11,381-49.2% | $12,270-52.9% |