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 | $343,737 | $148,534+131.4% | $135,903+152.9% | $139,434+146.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.76% | 79.19%-62.4pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,094 | $5,243-79.1% | $4,856-77.5% | $4,751-77.0% |
| Participant deferral / active EE | $3,933 | $8,100-51.5% | $7,758-49.3% | $6,710-41.4% |
| Admin fee / account holder | $3,774 | $12,400-69.6% | $10,762-64.9% | $11,403-66.9% |