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 | $433,706 | $127,065+241.3% | $113,168+283.2% | $142,382+204.6% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 12.52% | 24.03%-11.5pp | 24.27%-11.7pp | 217.08%-204.6pp |
| Employer contribution / active EE | $4,118 | $3,442+19.6% | $2,975+38.4% | $4,299-4.2% |
| Participant deferral / active EE | $12,237 | $5,716+114.1% | $5,107+139.6% | $6,507+88.1% |
| Admin fee / account holder | $2,616 | $15,736-83.4% | $12,068-78.3% | $12,624-79.3% |