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 | $292,617 | $131,829+122.0% | $108,579+169.5% | $273,961+6.8% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 4.72% | -91.57%+96.3pp | -51.70%+56.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $3,180 | $4,912-35.3% | $3,758-15.4% | $4,869-34.7% |
| Participant deferral / active EE | $7,810 | $5,127+52.3% | $4,311+81.2% | $5,287+47.7% |
| Admin fee / account holder | $4,019 | $10,252-60.8% | $7,645-47.4% | $10,132-60.3% |