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 | $1,248,301 | $129,942+860.7% | $104,294+1096.9% | $134,475+828.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.77% | 42.03%-60.8pp | 24.61%-43.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $25,988 | $4,184+521.1% | $3,372+670.8% | $4,740+448.3% |
| Participant deferral / active EE | $18,850 | $5,588+237.3% | $4,625+307.6% | $6,400+194.5% |
| Admin fee / account holder | $14,292 | $9,323+53.3% | $7,339+94.7% | $11,426+25.1% |