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 | $1,096,571 | $201,272+444.8% | $184,203+495.3% | $145,922+651.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 34.25% | 29.00%+5.2pp | 28.81%+5.4pp | 561.29%-527.0pp |
| Employer contribution / active EE | $30,900 | $7,022+340.1% | $6,427+380.8% | $4,660+563.1% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,131+234.0% | $6,688+356.1% |
| Admin fee / account holder | $21,769 | $16,364+33.0% | $13,901+56.6% | $13,397+62.5% |