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 | $338,211 | $109,413+209.1% | $156,263+116.4% | $84,808+298.8% |
| Participation rate | 85.2% | 72.7%+12.5pp | 78.9%+6.3pp | 68.3%+16.9pp |
| Annual return | 14.44% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,166 | $2,907+43.3% | $4,333-3.9% | $2,631+58.3% |
| Participant deferral / active EE | $10,343 | $4,590+125.4% | $6,158+68.0% | $4,212+145.6% |
| Admin fee / account holder | $6,238 | $9,357-33.3% | $14,255-56.2% | $7,344-15.1% |