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 | $1,002,636 | $95,561+949.2% | $77,163+1199.4% | $139,434+619.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.64% | 54.92%-36.3pp | 37.87%-19.2pp | 372.94%-354.3pp |
| Employer contribution / active EE | $14,652 | $3,147+365.5% | $2,535+478.0% | $4,751+208.4% |
| Participant deferral / active EE | $4,580 | $4,624-1.0% | $3,833+19.5% | $6,710-31.8% |
| Admin fee / account holder | $2,399 | $8,295-71.1% | $5,472-56.2% | $11,403-79.0% |