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 | $1,002,004 | $185,822+439.2% | $169,993+489.4% | $139,434+618.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.51% | 60.50%-43.0pp | 53.37%-35.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $33,668 | $7,590+343.6% | $6,785+396.2% | $4,751+608.7% |
| Participant deferral / active EE | $14,747 | $11,622+26.9% | $10,408+41.7% | $6,710+119.8% |
| Admin fee / account holder | $3,222 | $15,381-79.1% | $12,815-74.9% | $11,403-71.7% |