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 | $259,114 | $185,822+39.4% | $169,993+52.4% | $139,434+85.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 26.27% | 60.50%-34.2pp | 53.37%-27.1pp | 372.94%-346.7pp |
| Employer contribution / active EE | $2,582 | $7,590-66.0% | $6,785-62.0% | $4,751-45.7% |
| Participant deferral / active EE | $9,739 | $11,622-16.2% | $10,408-6.4% | $6,710+45.1% |
| Admin fee / account holder | $1,467 | $15,381-90.5% | $12,815-88.6% | $11,403-87.1% |