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 | $1,013,332 | $149,734+576.8% | $118,925+752.1% | $158,922+537.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 5.90% | 19.95%-14.0pp | 35.88%-30.0pp | 302.83%-296.9pp |
| Employer contribution / active EE | $24,795 | $4,115+502.5% | $3,263+660.0% | $4,761+420.8% |
| Participant deferral / active EE | $18,163 | $5,223+247.7% | $4,265+325.9% | $5,982+203.6% |
| Admin fee / account holder | $9,058 | $8,603+5.3% | $6,581+37.6% | $11,246-19.5% |