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 | $370,769 | $153,772+141.1% | $133,980+176.7% | $273,961+35.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 6.94% | 36.51%-29.6pp | 29.30%-22.4pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,894 | $6,029-68.6% | $5,211-63.7% | $4,869-61.1% |
| Participant deferral / active EE | $8,388 | $6,958+20.5% | $6,282+33.5% | $5,287+58.6% |
| Admin fee / account holder | $342 | $11,765-97.1% | $9,324-96.3% | $10,132-96.6% |