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 | $341,446 | $227,553+50.1% | $189,557+80.1% | $167,490+103.9% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.4%-0.7pp | 82.1%-4.3pp |
| Annual return | 17.43% | 78.40%-61.0pp | 64.17%-46.7pp | 478.56%-461.1pp |
| Employer contribution / active EE | $6,042 | $5,316+13.7% | $4,412+36.9% | $4,837+24.9% |
| Participant deferral / active EE | $12,522 | $7,002+78.8% | $6,174+102.8% | $6,341+97.5% |
| Admin fee / account holder | $4,434 | $11,878-62.7% | $9,807-54.8% | $12,309-64.0% |