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 | $1,102,286 | $238,490+362.2% | $180,183+511.8% | $142,382+674.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 25.59% | 33.56%-8.0pp | 27.86%-2.3pp | 217.08%-191.5pp |
| Employer contribution / active EE | $5,207 | $6,143-15.2% | $5,039+3.3% | $4,299+21.1% |
| Participant deferral / active EE | $21,467 | $7,996+168.5% | $6,822+214.6% | $6,507+229.9% |
| Admin fee / account holder | $5,161 | $28,866-82.1% | $19,975-74.2% | $12,624-59.1% |