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 | $1,576,983 | $157,256+902.8% | $141,162+1017.1% | $152,861+931.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 46.89% | 64.32%-17.4pp | 71.39%-24.5pp | 345.32%-298.4pp |
| Employer contribution / active EE | $1,278 | $5,261-75.7% | $4,735-73.0% | $4,762-73.2% |
| Participant deferral / active EE | $2,400 | $7,109-66.2% | $6,709-64.2% | $5,850-59.0% |
| Admin fee / account holder | $40,341 | $12,120+232.8% | $10,261+293.1% | $11,596+247.9% |