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 | $1,411,428 | $100,970+1297.9% | $96,576+1361.5% | $137,256+928.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.76% | 38.16%-21.4pp | 38.47%-21.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $4,136 | $3,809+8.6% | $3,553+16.4% | $4,156-0.5% |
| Participant deferral / active EE | $20,392 | $8,286+146.1% | $7,956+156.3% | $6,407+218.3% |
| Admin fee / account holder | $95,872 | $11,312+747.5% | $11,381+742.4% | $12,270+681.3% |