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 | $1,023,640 | $178,174+474.5% | $156,181+555.4% | $137,256+645.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 24.69% | 84.19%-59.5pp | 64.87%-40.2pp | 220.34%-195.7pp |
| Employer contribution / active EE | $2,500 | $4,972-49.7% | $4,294-41.8% | $4,156-39.8% |
| Participant deferral / active EE | $6,525 | $6,888-5.3% | $6,132+6.4% | $6,407+1.8% |
| Admin fee / account holder | $26,794 | $17,404+54.0% | $14,586+83.7% | $12,270+118.4% |