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 | $336,987 | $117,983+185.6% | $101,794+231.0% | $142,382+136.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 12.55% | 36.92%-24.4pp | 30.53%-18.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,854 | $2,773+2.9% | $2,289+24.7% | $4,299-33.6% |
| Participant deferral / active EE | $7,177 | $4,714+52.3% | $4,084+75.7% | $6,507+10.3% |
| Admin fee / account holder | $3,057 | $10,433-70.7% | $8,777-65.2% | $12,624-75.8% |