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 | $1,094,707 | $154,228+609.8% | $145,433+652.7% | $137,256+697.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.07% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,800 | $4,804-20.9% | $4,554-16.6% | $4,156-8.6% |
| Participant deferral / active EE | $16,825 | $8,216+104.8% | $7,897+113.0% | $6,407+162.6% |
| Admin fee / account holder | $14,177 | $14,344-1.2% | $13,129+8.0% | $12,270+15.5% |