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 | $557,180 | $89,753+520.8% | $107,525+418.2% | $84,808+557.0% |
| Participation rate | 81.8% | 68.1%+13.8pp | 75.1%+6.7pp | 68.3%+13.5pp |
| Annual return | 13.35% | 29.48%-16.1pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,371 | $3,113-56.0% | $3,754-63.5% | $2,631-47.9% |
| Participant deferral / active EE | $5,961 | $4,056+47.0% | $5,116+16.5% | $4,212+41.5% |
| Admin fee / account holder | $3,273 | $7,222-54.7% | $8,919-63.3% | $7,344-55.4% |