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 | $1,517,554 | $140,940+976.7% | $112,229+1252.2% | $139,434+988.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.63% | 32.71%-15.1pp | 30.20%-12.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $29,938 | $4,283+599.0% | $3,430+772.7% | $4,751+530.2% |
| Participant deferral / active EE | $19,238 | $5,874+227.5% | $4,798+301.0% | $6,710+186.7% |
| Admin fee / account holder | $12,310 | $9,954+23.7% | $7,748+58.9% | $11,403+8.0% |