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 | $301,487 | $111,814+169.6% | $103,374+191.6% | $145,959+106.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 13.22% | 24.77%-11.6pp | 24.89%-11.7pp | 561.95%-548.7pp |
| Employer contribution / active EE | $2,481 | $4,214-41.1% | $3,869-35.9% | $4,661-46.8% |
| Participant deferral / active EE | $4,300 | $5,618-23.5% | $5,058-15.0% | $6,689-35.7% |
| Admin fee / account holder | $4,625 | $9,754-52.6% | $8,394-44.9% | $13,398-65.5% |