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 | $1,077,399 | $95,561+1027.4% | $77,163+1296.3% | $139,434+672.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 29.37% | 54.92%-25.6pp | 37.87%-8.5pp | 372.94%-343.6pp |
| Employer contribution / active EE | $3,000 | $3,147-4.7% | $2,535+18.3% | $4,751-36.9% |
| Participant deferral / active EE | $15,000 | $4,624+224.4% | $3,833+291.3% | $6,710+123.5% |
| Admin fee / account holder | $10,877 | $8,295+31.1% | $5,472+98.8% | $11,403-4.6% |