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 | $422,298 | $127,065+232.3% | $113,168+273.2% | $142,382+196.6% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 12.67% | 24.03%-11.4pp | 24.27%-11.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,388 | $3,442-30.6% | $2,975-19.8% | $4,299-44.5% |
| Participant deferral / active EE | $8,819 | $5,716+54.3% | $5,107+72.7% | $6,507+35.5% |
| Admin fee / account holder | $1,823 | $15,736-88.4% | $12,068-84.9% | $12,624-85.6% |