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 | $281,072 | $94,529+197.3% | $140,016+100.7% | $64,186+337.9% |
| Participation rate | 92.1% | 84.1%+8.0pp | 87.5%+4.6pp | 69.6%+22.6pp |
| Annual return | -6.24% | 7.77%-14.0pp | 651.12%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $20,629 | $3,812+441.1% | $5,606+268.0% | $2,381+766.5% |
| Participant deferral / active EE | $10,740 | $5,250+104.6% | $6,927+55.0% | $3,470+209.6% |
| Admin fee / account holder | $10,242 | $6,741+51.9% | $10,705-4.3% | $4,888+109.5% |