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 | $269,617 | $106,584+153.0% | $101,326+166.1% | $142,382+89.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.25% | 36.93%-20.7pp | 36.82%-20.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,993 | $3,956-49.6% | $3,665-45.6% | $4,299-53.7% |
| Participant deferral / active EE | $2,869 | $8,297-65.4% | $7,994-64.1% | $6,507-55.9% |
| Admin fee / account holder | $2,402 | $11,446-79.0% | $11,185-78.5% | $12,624-81.0% |